Our History
Robert Kelsey founded Kelsey Financial in 2014 after 25 years in the industry, with the goal of providing fee-only, active investment management to individuals that understood the benefits of a trading-centric investment approach. By late-2015 Bob partnered with Steve Hoppel, an industry veteran with over a decade of experience, to expand the company's financial planning services and client experience. Today, Steve has fostered Kelsey Financial’s money management roots, continuing to grow and evolve the company by cultivating exceptional industry talent, while utilizing state-of-the-art investing and planning resources to deliver a top-tier, professional relationship to you.