With a career that spans banking, disability insurance, wealth management, and fitness, Kelli provides a diverse skill set . She combines financial expertise with a passion for building trust-based relationships with clients. As a lifelong learner and empath, she thrives on connecting with people and understanding their unique needs.
Music and fitness are at the heart of Kelli's passions. She also enjoys gardening and cooking - and explores podcasts ranging from politics to household hacks. Kelli is a proud single mom to two grown children. While she loves a good nap, She always has a project on the go, and doesn't sit still for long.
Excited to be part of a talented and supportive team, Kelli is committed to providing a thoughtful, personalized approach that puts our clients' needs and goals at the forefront
