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Vicki J. Kelsey, CSEP
Director of Estate & Trust Planning Services



Phone 765-521-4541 ext. 103
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Vicki J. Kelsey, CSEP, is our Director of Estate and Trust Planning Services. She is a graduate of Indiana University with a BS in accounting and more than 25 years of experience. Vicki is a Certified Specialist in Estate Planning (CSEP) using estate and trust planning to help our clients realize the maximum in tax savings and wealth preservation. Vicki also assists our business clients with Business Consulting Services. Vicki is a member of the Indiana CPA Society.