
Vicki J. Kelsey, CSEP, Wealth Advisor
Wealth Advisor
Vicki J. Kelsey, CSEP
Vicki Kelsey brings both professional expertise and personal insight to her work with clients—particularly those navigating life transitions such as the loss of a spouse. A Certified Specialist in Estate Planning (CSEP), she focuses on helping clients preserve wealth, reduce tax burdens, and craft legacy plans that reflect their values and priorities.
Vicki plays a central role in the estate and trust planning work at Parkwoods Wealth Partners, drawing on her background in accounting and decades of experience advising individuals and families. She also collaborates closely with business owners on investment management, risk planning, charitable giving, and succession strategies.
She earned her bachelor’s degree in accounting from Indiana University and continues to support clients with a planning-first approach that emphasizes clarity, empathy, and long-term perspective.
Outside the office, Vicki enjoys gardening, home decorating, golf, travel, and spending time with her family.