Chelsey Kaas Headshot

CHELSEY KAAS

DIRECTOR OF CLIENT SERVICES

ABOUT

  • EDUCATION

    Chelsey earned her B.A. in Communication Studies and M.A. in Education.

  • PROFESSIONAL EXPERIENCE

    With more than 10 years of experience in the customer service industry, she consistently aims to form meaningful connections while facilitating positive experiences for clients.

  • PERSONAL

    In her free time, she enjoys spending weekends at her family cabin in northern Wisconsin and venturing on hiking trips with her husband.

  • FUN FACTS

    Favorite Food: Sushi

    Favorite Book: Into the Wild

    Favorite Quote: “The world is big and I want to have a good look at it before it gets dark.” – John Muir

    Wants to Visit: Ireland

THE REST OF OUR GREAT TEAM

ADAM PAOLI SR.,CLU®

FOUNDER & LEAD WEALTH PLANNER

MICHAEL DIPIERO

DIRECTOR OF INVESTMENTS

 

JUDITH GARBER, CPA

WEALTH ADVISOR

LEWIS AFFETTO, CPA

WEALTH ADVISOR

MARIA GAMBINO, CPA

FINANCIAL PROFESSIONAL

BRIANNA JOHNSON

PARAPLANNER