Kelsey Brennan CFP®, EA

Financial Advisor & Partner

Kelsey Brennan is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to helping her clients achieve their financial goals. She has 8+ years of experience working with individuals as they plan for retirement and navigate through other complex financial decisions. Combining her financial expertise and tax knowledge, she helps her clients feel confident about their investment decisions and financial plan.

Kelsey graduated from Bentley University with a Bachelor of Science in Managerial Economics and a concentration in Finance. She also completed an integrated double major in Global Perspectives. She is a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent. She is an advocate of the fee-only planning profession and is a member of the Northeast/Mid-Atlantic regional board of the National Association of Personal Financial Advisors (NAPFA).

Outside of the office, Kelsey is an avid traveler. Two of her favorite travel destinations are Scotland and Japan! She also enjoys spending her downtime reading, drawing, or relaxing with friends & loved ones.