As a Senior Client Service Associate, Kelly is the first point of contact for clients in the firm’s Delafield, WI office, supporting advisors in managing client relationships and overseeing all office affairs. She has served in various customer service and administrative roles for over 20 years, including extensive experience at several other financial institutions.

Growing up in the Milwaukee area, Kelly is an avid Brewers fan and enjoys live music and spending time with family and friends in her spare time.

Previous Experience

  • Executive Assistant at Colliers International/Inland Companies
  • Associate Talent Acquisition Partner at Kforce/HSA Bank
  • HR Assistant at Waterstone Mortgage Company

Education & Credentials

  • State of Wisconsin Notary Public