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Senior Associate
Louisville
Client Advisory
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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