Kelsey Kapulka joined the Boston Harbor Wealth Advisors team in 2021 as an Administrative Assistant. She provides critical support across our team to ensure our clients, leadership team, financial advisors, affiliates, and staff are equipped with the resources they need to be successful. Kelsey has a wide variety of responsibilities, including general administrative duties such as processing reports, meeting preparation and follow-up, preparing new business paperwork processes, and responding to client questions and needs, among other duties.
In a fast-paced office and industry, Kelsey’s attention to detail, ambition, and compassion are essential to serving our many stakeholders effectively. She prioritizes setting clear goals for herself and achieving them promptly, using her organizational skills to develop short- and long-term plans to accomplish key objectives for the organization.
Kelsey is also one of the first points of contact for our clients and strives to create a positive environment, including being a trusted resource to find solutions and clearly communicating in a timely manner. She strongly believes in delivering excellent customer service and is committed to providing her best efforts to make the lives of others easier.
Kelsey has earned an Associate of Science degree in Human Services.
I was born and raised in Worcester, MA, and feel fortunate that I’m close to my family and friends. When I’m not at work, I love to fulfill my passion for travel whenever possible. Whether that means exploring destinations close to home or across the ocean, I enjoy the thrill of travel, understanding different cultures, learning about new places, and building memories with my loved ones throughout those experiences.
I consider myself very lucky to have a career I enjoy where I can grow professionally and that I also have a fantastic family and support system.