As a Client Experience Specialist, Chelsea possesses a genuine enthusiasm for helping individuals and families achieve their financial goals. She serves as a trusted point of contact, guiding clients through every step of their financial journey. Whether it’s answering inquiries, addressing concerns, or providing ongoing support, Chelsea ensures that each interaction is handled with the utmost care and professionalism.
Chelsea is dedicated to exceeding client expectations at every touchpoint. She ensures that clients feel valued and supported throughout their financial journey, consistently going the extra mile to deliver exceptional service. She collaborates closely with our team of financial advisors and other professionals, ensuring that all client needs are met with efficiency and professionalism. Her ability to effectively manage and prioritize tasks enables our firm to deliver a streamlined and comprehensive client experience.
Chelsea joined our team in 2022, after serving other administrative roles prior. Her well-founded personality, genuine care for clients, and commitment to excellence has made her an invaluable asset to our firm’s dedication to exceptional client experiences. She is dedicated to continuous learning and professional growth and is excited about expanding her talents inside the HHFG Team.
Life & Health Insurance Licensed
Securities Industry Essentials, SIE ®
Bachelor of Science, Business Administration, Binghamton University
Chelsea loves spending time with her family and friends. She is known to read multiple novels at once and is a frequent visitor of the library. Her favorite author is Colleen Hoover, and she has a soft spot for romantic comedy novels.
She loves exploring the wineries, breweries, and eateries that the Finger Lakes region offers—one of her all-time favorites is Shores Sisters in Towanda, Pennsylvania.
Chelsea is equally passionate about oversized sunglasses, fashionable shoes, and the Buffalo Bills. She attends multiple Bills games each season at Highmark Stadium and always looks forward to football season.