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Kelsi Vos

Financial Planning Specialist

Twin Cities

As a Financial Planning Specialist, I am tasked with the development of quality financial planning as well as coordinating with team members and clients to perform efficient data entry. My focus starts with our clients and providing them with the smoothest and smartest financial path possible. In order to do this, I help in assisting team leads with meeting prep, creating a comfortable experience for clients, and developing new and innovative ideas for The Planning Center to make impactful changes.

“Sometimes it’s the journey that teaches you a lot about your destination.”

I am a very curious person and absolutely love learning about new things and meeting new people. I was bit with the travel bug at a young age and have lived in several states and two different countries. Traveling and coming face to face with the unknown is what makes me feel most alive. I love doing things that scare me and push me to my limit.

When I am not traveling or exploring, you can find me spending time with my family, friends, and two dogs. They mean the world to me! I also enjoy hiking, four-wheeling, yoga, museums, and anything that keeps me active and is exciting!

What inspires me:
Myself and the people that I choose to surround myself with every day. I want to be better for the ones I love, including myself.

My life’s biggest milestone:
Running a marathon. I went from running no more than two miles in my life to 26.2 in a year!

My favorite thing(s):
Animals, Scary movies, Thai Food, Craft Beer, Nature, Fall, Nice People

Favorite destination:
Germany. Something about the people, architecture, and the language of the country draws me in.

Most effective saving top:
Get rid of your car payment and put that money into savings instead!

The person I look up to:
My whole family. Each of them has something unique and amazing about them that I find very special.

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

50
Year Vision

Forward Looking

We make decisions with future generations in mind

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

100 Percent
Independent

Objectivity

We listen and keep an open mind

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

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