Client Advisory

Biography

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.

Education

  • Studied at Jefferson Community & Technical College

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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.