Our Team
Chelsey Schrader
Senior Client Service Associate
Hometown: Smyrna, GA
About
Are you an early bird or a night owl?
Early bird
What would the title of your autobiography be?
Chelsey's Greatest Hits
If you could only listen to one song for the rest of your life, what would it be?
I'd rather not listen to any songs than listen to only one.
If you could have the power of teleportation right now, where would you go?
I would take myself on a world tour. First stop: Bora Bora.
What is the last TV show you binge-watched?
Lost
Motto or personal mantra?
Where there's a will, there's a way
What inspires or motivates you to do your job, as it relates to the customer experience?
What motivates me to do my job is feeling the clients true appreciation for whatever tough situation you have helped them through.
My Team
Brandon Hayes
Managing Director, Private CFO®
Eric Pucciarelli
Managing Director, Private CFO®
Cristina Briboneria
Managing Director, Private CFO®
Kurt Brucker
Senior Vice President, Private CFO®
Billy Daniels
Senior Vice President, Private CFO®
Allison Baines
Wealth Plan Design Manager
Allyson Garringer
Operations Manager
Auguste Hanna
Wealth Plan Design Specialist
Austin Willis
Wealth Plan Design Specialist
Courtney Wimpey
Wealth Plan Design Specialist
Danielle Witt
Client Service Associate
Sarah Vongsavath
Executive Assistant
Venus Brown
Client Service Associate
Featured Articles
10 Things Your Small Business Should Spend On to Actually Save More Money
How to Negotiate Better Deals with Office Supplies Vendors
The Great Wealth Transfer: What Millennials and Gen Z Need to Know
Top Strategies for Managing Debt During and After Divorce
The Impact of Inflation on American Birth Rates
Lessons from the CrowdStrike Incident: Enhancing Your Cybersecurity and Data Protection
Stop Overpaying! Proven Tactics to Get Service Fees Waived Every Time
Maximize Savings & Avoid Traps: Your Prime Day 2024 Guide
The Ultimate Guide to Effective Client Communication for Financial Advisors
How Does a Car Accident Affect You Financially?
Empower Your Children With Financial Wisdom for Lifelong Success
Diamonds: A Girl’s Best Friend or a Wallet’s Nemesis?
Bootstrapped & Brilliant: Funding Your First Venture
4 Ways to Use Technology in Finance for Superior Customer Experiences
Protecting Your Credit Card Rewards Amid Rising Customer Complaints
What Are the Key Elements of an Effective Health & Safety Program?
Background and qualification information is available at FINRA's BrokerCheck website.
* Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.
+ Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.