Designations and Licenses

Chelsie is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Chelsie provides clients with comprehensive wealth management services to help them achieve their goals utilizing an integrated planning approach that incorporates customized strategies to help them grow and protect their wealth.

Prior to joining Mariner, Chelsie was a portfolio manager and chief compliance officer with Mountain Pacific Investment Advisers.

Chelsie holds a bachelor’s degree in accountancy from Brigham Young University and a master’s degree in tax from Southern Utah University.

Personal Interests

Away from the office, Chelsie enjoys hiking, gardening and cooking. She is involved with the American Institute of Certified Public Accountants and the Idaho Society of Certified Public Accountants.