Kelsey McCarthy

Kelsey offers an abundance of retirement plan experience from her 11 years in the industry with a focus on K12 retirement plans in the tax-exempt 403(b)/457 markets. She has built an extensive skillset in advisor management, strategic relationships, sales, and business development. Prior to her role as Regional Vice President, Kelsey served as a financial professional at Equitable Advisors, where she partnered with educators and school staff in the K-12 market to strategically plan for their financial futures and achieve lasting retirement security. She currently resides in Sacramento, CA.