Chelsey Raterman is a Financial Services Assistant and joined the firm in June 2025. She works out of our Celina office and is part of the Financial Services team. She specializes in providing the following services:
- Customer service to the Financial Services clients
- Preparation of applications for new and existing Financial Services clients
- Customer service for life insurance, long term care, and disability insurance clients
- Delegation of incoming financial services work
Chelsey is a graduate of St. Henry High School and Wright State University Lake Campus with an Associate of Applied Business degree. She participates in professional development seminars and continuing education courses to ensure the highest level of service and expertise for our clients. Chelsey resides in St. Henry, Ohio, with her husband, Eric, and their four children.
Phone: 419-586-6618
Fax: 419-678-2752
“I enjoy being part of a firm that’s supportive and committed to client success.”
