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Meet the Team: Kelsey Fogel

For this month's "Meet the Team" blog, we caught up with Client Service Administrator, Kelsey Fogel. Kelsey started with Fullen Financial Group in 2021 upon graduating from Ohio University.

 

Where are you from and where do you live now?

 From Medina, Ohio and currently live in Columbus, Ohio

As a Client Service Administrator, you work with senior advisors and clients every day, offering guidance, implementing recommendations and strategies, all helping clients to achieve their goals.   How did you get your start in this role and can you tell us your favorite part about it?

I have always wanted to work in the finance industry because I grew up with family members in the industry and developed a love of numbers and math from an early age, I got to Fullen Financial when I graduated from OU and was looking for a job where I could be around both people and finance. It combines both.

What I like most about working at FFG is how much they support continuous education and fostering that growth so that I can gain more experience and grow both professionally and personally.

Every day is different, but can you describe a typical day?

 A typical day at FFG starts with my iced coffee of course but more importantly planning my tasks for the day and catching up on emails, there is a lot of client interaction on my end and recently I have been given the opportunity to work more with clients and being able to meet with them and assist in developing their financial plans.

Do you have any success stories or “a-ha” moments that have stood out when working on a certain project or with a particular client?

 I think my biggest success story is aiding in switching to a new billing software and it took a lot of trial and error along the way but finally getting it up and running and eventually completing the billing cycle on my own was such a great feeling. That feeling when you’ve been working on something for so long and it finally works, is one of the best.

What do you like to do to “unwind” after a long day at work? 

Recently I was able to bring my dog to Columbus, so the first thing I love to do to un-wind is taking him for a long walk. This helps de-stress and clear my head.

Is there anything in particular that you do to say focused and motivated while working remotely?

 When we’re in the office, there’s client meetings going on and one thing that keeps me focused is listening to podcasts in the background, it helps get rid of any extra ‘noise’ and really makes me focus on the work I’m doing. But working remotely is different, to stay motivated at home, I focus on one thing at a time to stay in a productive mindset.

What do you like to do in your free time?

 Recently started to enjoy cooking, I love being around my friends, whether that be trying new restaurants or seeing live music. I listen to a podcast called ‘fun on weekdays’ and she used to work in the corporate world, and she realized how she began living for the weekends and waiting to do fun things but stresses the point that, that is not really living and talks about trying to do things for herself and with friends any day of the week rather than waiting for the weekend. I’ve been slowing starting to try her theory and get out of my comfort zone by trying new things and not waiting for the weekend to do them.

If you were an Olympic athlete, which sport would you most want to compete in?

Most definitely the winter Olympics and it would have to be some sort of skiing sport but I’m not exactly sure what that would be.

 

Do you have any pets?  Why did you decide on that pet?

I have my dog, Milo. I rescued him from a shelter when I was in high school. When I went to the shelter, I was actually there to look at his brother and milo came right up to me and licked my face, so I ended up getting him instead.