Kelly is the Office Manager/Executive Assistant. She oversees all of our day-to -day operations, facilitates all business, account processing and Advisor support from start to finish.
Her extensive background in financial services with office management and customer service skills will ensure a positive and pleasant experience for all of our valued clients and business partners. In addition, Kelly is registered with her Series 63 and 6 licenses as well as Life and Health insurance which adds to her level of experience.