Professionals


Kelsey Fatzinger

Financial Consultant

phone 608-826-2019
email Madison Office

Kelsey is a Financial Consultant with SVA Wealth Management.

Kelsey focuses on assisting clients with planning for their financial future. She has a passion for meeting new people, listening to their financial goals, and providing resources to help them achieve those goals. With many different complex rules and regulations in the finance world, Kelsey enjoys giving clients a simpler way to look at their financial future.

Education

  • UW Platteville - Bachelor's in Business Administration

Professional Memberships/Affiliations/Activities

  • The Polar Plunge - Volunteer
  • Good Neighbor Fest - Volunteer
  • Middleton Easter Egg Hunt - Volunteer

Personal

As part of the Middleton Jaycees community group, Kelsey enjoyed many community volunteer opportunities.  The Polar Plunge, Good Neighbor Fest, and Middleton Easter Egg Hunt were a few of her favorites.

In addition to volunteering in the community, Kelsey enjoys spending time with her husband (Christopher) and two small children (Preston and Grace).  From the zoo, to swimming in the pool and traveling to their grandparent’s houses, Kelsey’s little ones keep her very busy.

Kelsey is an Associate Financial Consultant with SVA Wealth Management. Kelsey focuses on assisting clients with planning for their financial future. She has a passion for meeting new people, listening to their financial goals, and providing resources to help them achieve those goals. With many different complex rules and regulations in the finance world, Kelsey enjoys giving clients a simpler way to look at their financial future.

The following is a partial list of the topics Kelsey covers:

  • Preparing for a Successful Financial Future
    • Determine your life goals
    • How to Invest for those goals
    • Expecting the unexpected

Kelsey has spoken to audiences at:

  • SVA educational events