Kelsey Keefner
Senior Wealth Management Associate
Joined Curi RMB Capital
July 2020
Education
BS in Business Management, Northeastern Illinois University
Accreditations
Previous Experience
- Shorewood Liquidators – Executive Assistant
- Curi RMB Capital – Human Resource Administrative Assistant
Bio
Kelsey’s journey with Curi RMB Capital us began in 2020 when she joined the Curi RMB Capital team as a Human Resource Administrative Assistant. Her passion for helping others and building meaningful relationships guided her toward wealth management within her first year.
Kelsey holds a business degree from Northeastern Illinois University. Outside of her work in wealth management, Kelsey is also a dedicated member of the Junior Board for Thresholds, Illinois' largest nonprofit providing essential healthcare, housing, and support to individuals facing mental health and substance use challenges across Illinois. She also finds joy in pursuing personal interests such as golfing, traveling, and spending quality time with her family.
Kelsey firmly believes that a client’s unique goals, values, and aspirations should always be at the center of the financial planning process. Now holding her Securities Series 65 license and working toward her CERTIFIED FINANCIAL PLANNER™ designation, she is eager to deepen her impact on her clients’ lives and advocate for greater access to financial education for all.