About
Kelsey is passionate about helping clients simplify and better understand their finances. She partners with them to provide comprehensive financial planning at every stage of life, preparing them for the certainty of uncertainty. Kelsey takes the time to get to know her clients, listen to their financial goals, discuss their values, and provide tailored guidance to help them achieve success.
She has been in the financial industry since 2013 and has consistently prioritized both her clients’ needs and her own continuous education. She holds the Certified Financial Planner™ (CFP®) and Behavioral Financial Advisor™ (BFA™) designations, giving her a deep understanding of not only the technical aspects of financial planning but also the emotional factors that influence decision-making.
Kelsey joined Wealth Enhancement in 2020 through the acquisition of SVA Financial. Outside of work, she was actively involved in the Middleton Jaycees, where she organized events, and supporting the local community. The group has since dissolved, and she now enjoys spending more time with her family.
In her free time, Kelsey loves watching Wisconsin Badgers sports, cheering on her son in baseball and hockey, and supporting her daughter in dance and gymnastics. Her favorite getaway is traveling to national parks with her husband, exploring nature, and creating lasting memories.
Education
- BBA, University of Wisconsin - Platteville
Resources from Kelsey Fatzinger
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Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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