Kelly is known for delivering exceptional customer service to the RIA clients she supports, and she genuinely enjoys helping them navigate their financial needs. She brings 19 years of financial industry experience to her role at Kindred Wealth Partners, backed by a strong history of operational excellence.
Before joining Kindred Wealth Partners, Kelly served as an Investment Advisory Specialist at Brookstone Capital Management and most recently as a Client Service Associate at Hightower Signature Wealth. She holds a Series 65 license and an Associate of Arts degree from the College of DuPage.
Kelly’s expertise includes opening accounts, executing trades, and managing all aspects of account maintenance, from money movements to client requested updates. Her approachable style, deep industry knowledge, and commitment to accuracy make her a trusted partner to both advisors and clients.
Outside the office, Kelly loves traveling with her family—especially trips to Northern Wisconsin or the beaches of Corolla in the Outer Banks. She finds joy in hiking through the woods and waking up early to capture sunrise photos, two of her favorite ways to recharge.