Kelsey Hunter
Financial Planner
248-877-1067
KHunter@mynextgenwealth.com
Why I do what I do:
Kelsey started in the financial services industry in 2016, working alongside a team of financial advisors. Her love for the industry grew quickly as she watched the advisors help clients achieve their goals. Her passion was clear, and she knew exactly what she wanted to do. Prior to joining the financial services industry, she worked at a local credit union. She loved getting to know the members and helping them with their financial goal. Although her first job was waitressing and that sems to be where her love for the industry really started. After every shift she would sort her money into envelopes, saving for the different needs, wants and wishes at that time. This “bucket” strategy is still used in her practice today, when creating financial plans for clients to achieve their goals.
Business Values:
Kelsey believes in the value of independent and personalized financial advice, delivered in a manner that is easy to understand and implement. With a listening ear, she is eager to know and thoroughly understand your goals and priorities, to ensure that suitable recommendations are given. Kelsey focuses on the 3 stages of wealth management 1) Creating and growing your wealth 2) Protecting and preserving your wealth 3) Transferring your wealth efficiently to the next generation. She enjoys working with females, service industry employees such as nurses, firefighters, teachers, and anyone with an interest to learn and improve their financial situation.
Life Outside of Work:
Kelsey believes in the power of positive thinking and that our attitude will determine our outcome. She firmly believes financial freedom is the foundation to living a fulfilling life and has a passion to help others achieve this. In her spare time, she enjoys being outdoors, exploring new places, and DIY projects. Kelsey married her best friend in 2023 and enjoys spending time alongside her husband and their goldendoodle, Bear, who was a wedding gift. Her family of 6 has quickly become 10 plus and family dinners every Sunday are her favorite.
Kelsey received her bachelor’s degree in finance from Oakland University and associate degree in accounting from Baker College. Kelsey is currently enrolled at the American College of Financial Services for the Charter Life Underwriter designation, and is Series 7, 6, 66, 63, Life, Health and Variable Annuity licensed.
