Client Advisory

Biography

Kellie is an Associate in the Indianapolis office. She assists with scheduling client meetings, provides day-to-day client service and coordinates with custodians for ongoing account transactions/maintenance.

Prior to joining Cerity Partners, Kellie served as a Client Service Associate for Wise Financial.

Kellie enjoys reading, cooking and spending time outdoors.

Education

  • Bachelors of Communication and Organizational Leadership at University of Cincinnati

Connect with Kellie

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