Hey, I’m Kelsey, the Sr. Relationship Manager at 1.oak Financial. My job is to ensure that anyone interested in our services feels heard and valued. I handle appointments and make sure everyone gets the information they need about our services. I believe in the personal touch. We’re genuine people here! We want our clients to feel understood and informed about their financial decisions.

I hail from Fairfax, Virginia, right near Washington D.C., and after college, I found my home in Norfolk. Before joining Ideas by Mike, now 1.oak Financial, I organized programs and activities for residents at an assisted living facility. While I loved my work, the pandemic brought challenges. Now, with 1.oak, I’m thrilled to keep helping people, albeit in a different capacity.

Smithfield, Virginia is where I hang my hat these days. I’m a beach enthusiast and spend almost every other weekend soaking in the sun on the Hampton Roads beaches. I became a “boat person” after meeting my husband Shawn in 2019. We clicked instantly and after a wonderful two-year engagement, we tied the knot on October 14th, 2023, surrounded by loved ones.