Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Kelly is a Senior Associate in the Louisville office, where she leads a team of colleagues. She specializes in complex accounts while providing support to wealth advisors and high-net-worth clients.
Prior to joining Cerity Partners, Kelly served as a Client Account Manager at ARGI Financial Group. Before ARGI, she spent eight years managing accounts for a small environmental business, processing employee payroll, filing tax returns and deposits, and creating sales invoices. Additionally, Kelly worked as a Sales Consultant for a salon focused on providing excellent client service while maximizing sales and client retention.
In her free time, Kelly enjoys staying active, lifting weights, hiking, and spending time with family.
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