Kelly serves as a marketing and growth manager for the Midwest region, overseeing all aspects of their marketing initiatives and supporting the broader team. She transitioned to the role after serving as a senior client service associate in the firm’s Delafield, WI location.
Kelly boasts more than two decades of expertise in marketing, customer experience, and program management, having held key positions in various industries ranging from professional services, real estate, and financial institutions.
Having spent her formative years in the Milwaukee area, Kelly is an avid Brewers, Badgers, and Packers fan. During her leisure time, Kelly enjoys live music, reading, traveling, and cherishing moments with loved ones.
Previous Experience
- Senior Client Service Associate at Wealthspire Advisors
- Executive Assistant at Colliers International/Inland Companies
- Program Manager at Patina Solutions/A Korn Ferry Company
- Director of Client Services at Patina Solutions/A Korn Ferry Company
Education & Credentials
- State of Wisconsin Notary Public
*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.
