Fortress Client Service Team
Kelsie Schoenfelder
Client Service Associate
Helping clients feel comfortable, heard, and valued through friendly service and day-to-day support.

Background
Kelsie Schoenfelder is a Client Service Associate at Fortress Financial Group in Rochester, Minnesota. She joined the firm in October 2026 and enjoys building relationships with clients and supporting the team in its day-to-day work.
Kelsie brings eight years of customer service experience and seven years of experience as a certified nursing assistant. Her background reflects her interest in working with people, and she brings dependability, clear communication, and a willingness to learn to her role at Fortress.
Approach
As part of the client service team, Kelsie helps answer questions, schedule appointments, and assist with paperwork. She also supports the financial advisors in their day-to-day work.
Kelsie wants clients to feel comfortable, heard, and valued. She enjoys getting to know the people she works with and takes a thoughtful, approachable attitude toward helping with their questions and everyday service needs.
Beyond the office
Outside of work, Kelsie enjoys spending time outdoors and trying new recipes. Baking and cooking are favorite ways to spend her time, along with getting together with friends.
Start a conversation
Talk through what you’re deciding.
30 minutes. No cost or obligation. Bring your retirement date, pension or Social Security question, or portfolio concern.
Prefer email or a call? Visit the contact page for every option.
