Chelsea Brogan

Chelsea Brogan is currently the Director at WithinReach. Prior to that, they worked as an Associate at Morgan Stanley from July 2013 to June 2015. In that role, they assisted a team of financial advisors with administrative duties, client communication, data processing, and market research. Before Morgan Stanley, Chelsea worked as a Sales Ambassador at Pirq from February 2012 to April 2013. Chelsea also has experience in retail sales, having worked as a Sales Associate at ALDO Group from September 2011 to April 2013. Throughout their various roles, Chelsea has developed strong communication skills and gained valuable knowledge of the wealth management and financial services industry.

Chelsea Brogan has a Bachelor's degree in Accounting from the University of Washington and a Master of Business Administration (M.B.A.) from Seattle University. Chelsea is certified by the CFP Board as a Certified Financial Planner (CFP) and by the Washington State Office of the Insurance Commissioner as a Life and Disability Insurance Agent. Chelsea also has Series 66 and Series 7 licenses from FINRA.