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 an Associate in the Bowling Green office. She is responsible for greeting clients when they come into the office, scheduling meetings for advisors, processing a variety of paperwork requests for clients and advisors, and scheduling special events and volunteer days for the office.
Prior to joining Cerity Partners, Kelly was a Receptionist and Client Relationship Specialist with ARGI Financial Group. Before ARGI, she was a middle school special education teacher, delivering individualized lesson plans and developing individualized education plans for students with learning and behavior disorders. After leaving the teaching field, Kelly stayed home with her son Clay for two years before venturing back to the workforce to pursue a new career in the wealth management industry.
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