Kelsey is responsible for managing bookkeeping and financial reporting for Willow Street client families, focusing on cash management, bill pay, and account reconciliations. She works closely with Relationship Managers to ensure our clients’ trust activity, no matter how unique or complex, is captured promptly and accurately, and distills their structures and investment data into actionable information.
Kelsey brings to Willow Street a comprehensive background in financial management with a focus on operational efficiency and collaboration. Most recently, she served as a Finance Officer at the Community Foundation of Jackson Hole, with responsibility for financial operations including cash receipts, grant disbursements, and financial reporting for internal operations, pooled investments, and donor advised funds. Kelsey previously served as an Accounting Manager at a regional family office, where she led a team of four accountants.
Kelsey earned a BS in Business Administration and an MBA at the University of Denver. Originally from Franktown, Colorado, she moved to Jackson in 2015 with her husband. Kelsey enjoys skiing, trail running, cooking, reading, and spending time with her two cats.
