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Biography

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.

Education

  • B.A. in Psychology
  • M.Ed. in Special Education (Learning and Behavior Disorders

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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.