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Kelsey is driven to help clients with their comprehensive financial plan so they’re ready for whatever life may throw their way. She believes it is essential to be prepared for life changes. Kelsey assists with clients’ administrative needs, including opening accounts, transferring funds, gathering necessary documents and information, and making sure their in-person and online experiences are seamless and stress free.
Born and raised in Wisconsin, Kelsey began her financial services career in Chicago in 2006 with UBS and then Northwestern Mutual. In 2018, she moved back to Madison and joined Morgan Stanley where she spent seven years prior to joining 18Forty8 Private Wealth. She holds her Series 7, 63, and 65 licenses.
Kelsey and her husband Joe live with their daughter Elise near Pardeeville, Wisconsin. She is active in raising awareness for childhood and pancreatic cancers through The University of Wisconsin Carbone Cancer Center. When she’s not working, Kelsey enjoys traveling the world with Joe & Elise. In April of 2025, they completed their family by rescuing a Pembroke Welsh Corgi named Isla, who now rules the house!
Kelsey Berndt
Born and raised in Wisconsin, Kelsey began her financial services career in Chicago in 2006 with UBS and then Northwestern Mutual. In 2018, she moved back to Madison and joined Morgan Stanley where she spent seven years prior to joining 18Forty8 Private Wealth. She holds her Series 7, 63, and 65 licenses.
Kelsey and her husband Joe live with their daughter Elise near Pardeeville, Wisconsin. She is active in raising awareness for childhood and pancreatic cancers through The University of Wisconsin Carbone Cancer Center. When she’s not working, Kelsey enjoys traveling the world with Joe & Elise. In April of 2025, they completed their family by rescuing a Pembroke Welsh Corgi named Isla, who now rules the house!
