Kelly is a supportive team member of our firm. She facilitates paperwork for clients, handles distributions in a timely manner, and updates client account information to allow us to meet our client’s objectives.
You can contact Kelly for assistance with establishing distributions from accounts, periodic contributions to accounts, tracking distributions, to update banking information for scheduled distributions and contributions, as for tax and cost basis inquiries.
Kelly has kept busy through the years watching her daughter cheer competitively and her son play travel baseball. With more free time on her hands now, she enjoys cooking, gardening, travel, and spending time outdoors with her family and new puppy Ellie.
Client Service Assistant