Meet Kelsey


As our Client Relationship Manager, Kelsey works to ensure that our client meetings run smoothly, efficiently and that all follow-up planning needs are well-coordinated for completion in a timely fashion. Kelsey has several years of hospitality management experience, most recently with Marriott International, where she gained extensive customer care experience working in many different facets of that business. As such, she is very involved with marketing-related projects for the firm.

Kelsey holds a bachelor’s degree in resort & hospitality management and an MBA in International Business from Florida Gulf Coast University. A relative “newcomer” to the Sarasota area, in her spare time, Kelsey enjoys spending time in our great outdoors, crafting, and cooking as well as spending time with her boyfriend Andrew and her dog, Nala. She joined the SRQ Wealth team in 2021.