Estate planning, charitable planning and tax planning advisor

Kelsey Bailey collaborates with individuals and families to craft estate plans that reflect their personal and financial goals.

She works with clients and their advisors to implement sophisticated tax planning strategies, charitable planning vehicles and lifetime gift planning to ensure each client's financial and wealth transfer objectives are met.

Kelsey recognizes estate planning can be complicated and emotional. She enjoys counseling clients to deepen their understanding of the process. Kelsey approaches all her clients' wishes as unique and enjoys helping them find solutions that are right for them and their families.

Bar Admissions

• Wisconsin

Education

• Marquette University (J.D., 2015)
  • CALI Award (highest grade) in Estate Planning

• Marquette University (cum laude, 2010)
  • Major: Social Welfare and Justice, Minor: Spanish Language and Literature