Summer Series: Team Member Spotlight

This month we’re proud to highlight our Senior Advisor, Kelsey L. Daugherty!

Kelsey is our Senior Advisor at Ashwood Financial Partners with nearly a decade of experience in the financial services industry. She is passionate about helping individuals, families, and business owners build meaningful financial strategies through personalized planning, investment advice, and workplace retirement solutions.

Known for her thoughtful approach and natural ability to connect with others, Kelsey plays a key role in shaping our client experience and building meaningful, lasting relationships. She leads with empathy, energy, and a deep commitment to doing what’s best for her clients.

Outside the office, Kelsey is an adventurer at heart. She’s usually planning her next National Park escape (Glacier stole her heart last summer), lounging with her dog Ranger, or turning a casual happy hour into something unforgettable.

Kelsey's words: "Work hard, hike often, and never underestimate a happy hour." 🥾🍷

Thanks for all you do, Kelsey! And stayed tuned for our next spotlight!!

 
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