Chelsea Hanlon

I help clients organize their investments, roll over 401(k)s and build strategies for the future. My approach is comprehensive — I work closely with CPAs and estate attorneys to ensure every piece of your financial picture is aligned. In 2024, I earned the Wealth Management Certified Professional® or WMCP® designation to further enhance the guidance I provide.

Giving back to the community is also a cornerstone of my work. I dedicate time to volunteering, hosting educational seminars, and supporting networking groups that help local business owners grow through connection and financial education. I’m proud to serve on the board of directors for Lucky Orphans Horse Rescue, where I first began volunteering at age 13. Growing up in the Lucky Orphans barn shaped who I am — it taught me compassion, responsibility, and the importance of building a life that makes a difference.

Outside of work, I spend much of my time riding and competing with my horses, Adele and Dakota. Whether in the arena or out on the trails, riding brings me balance and joy. My significant other, Ed, and I love spending time outdoors, and our home wouldn’t be complete without our Australian cattle dog, Kali, and our lazy orange tabby, Luci. Most importantly, I cherish time with my family, making memories that last a lifetime.

Planning for your financial future doesn’t have to be overwhelming. With the right guidance, you can move forward with confidence — let’s start the conversation.