Chelsea Hicks
Financial Services Associate

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I work with individuals to build a financial strategy for the future. When I first meet with clients I conduct a comprehensive needs analysis where we identify the client's financial goals and current steps taken to reach those goals. I then create a full report of the client's current situation and identify any shortfalls. I meet with the client a second time and we discuss the gaps in the client's current planning and strategies for filling those gaps now to help the client reach their financial goals in the future.

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  From Paul Sweum

  Given on Wed May 6, 2009.

  Chelsea is passionate about her work and the endeavors she's involved in. As her client, she'll takes time to listen...[more]

  Chelsea is passionate about her work and the endeavors she's involved in. As her client, she'll takes time to listen and figure out how to provide solutions for you.

  It's obvious her motivation is foremost about helping others...seeking out her services is absolutely worth your time.    [less]