Client Advisory

Biography

Kellie is a Senior Associate in the Elizabethtown office, where she manages the Client Experience Team (CET). She is a member of the senior tax leadership team within the business division and oversees processes and procedures for the division’s CET team.

Prior to joining Cerity Partners, Kellie served as a Senior Manager of Client Experience at ARGI Financial Group. Before ARGI, she worked in the health care industry as a Practice Manager at a multiprovider orthopedic surgery office and as a Director of Facilities at a diagnostic imaging center, where she oversaw all operations of the practice, including human resources, accounting, compliance, marketing, and patient experience. Additionally, Kellie worked in the telecommunications industry as a Marketing Manager at a regional wireless service carrier.

Kellie enjoys traveling, shopping, and watching her daughter play soccer, who will be playing Division II college soccer next season.

Education

  • B.A. in Corporate and Organizational Communication with a minor in Marketing from Western Kentucky University

Highlights

  • ARGI Impression Award Winner, August 2022
  • Volunteer with Habitat for Humanity
  • Volunteer with Hardin County Schools
  • Member of Severns Valley Baptist Church

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.