Kelly is the Senior Office Coordinator of the firm’s Potomac, MD office. In this role, she oversees day-to-day administrative tasks for the Potomac office and its team.
Kelly has more than 11 years of professional administrative experience, handling a wide range of administrative, financial, human resource, and executive-support tasks.
Born and raised in Portland, Oregon, she currently resides in Potomac and enjoys reading, taking long walks, and spending time with family and friends.
Previous Experience
- Office Manager at JFW, Inc.
- Office Manager at Health Research and Analysis, LLC
- Office Manager at Washington Media Group, Inc.
Education & Credentials
- BA, University of Oregon, School of Journalism
- Paralegal Studies Certificate, Montgomery College
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
