Kelly’s focus is to bring exceptional service to each client via excellent communication and a professional aptitude. She has acquired over 20+ years of experience supporting a wide variety of clients in business ownership and in business operations. She has a willing attitude to get the job done for the client and works with all areas of the firm to accomplish goals for the team. Kelly coordinates and monitors client requests and transactions, updates net worth statements, and handles investment account setups. Her attention to detail, flexibility, and interpersonal skills deliver an unparalleled client experience. Kelly is friendly, caring, and strives to bring joy to each client she serves.
Kelly and her husband have celebrated 23 years of marriage and have 3 grown children. They enjoy spending time with the family at their lake house in Oklahoma. When extra time permits, she enjoys a variety of hobbies such as volunteering, gardening, baking, crafting, and reading.