Wealth Management Account Executive
Kelly is known for her customer service and noteworthy relationship with clients and advisors. She dedicates herself to delivering outstanding results and creating an excellent client experience.
Kelly brings 15 years of financial experience to her account executive role on the Wealth Management Team of TC Wealth Partners. She assists advisors with various aspects of account administration, including account opening, trading, preparation of financial planning and reporting documents, and client communication.
She began her financial career at SAI Financial Services and later joined Brookstone Capital Management as an investment advisory specialist. She holds a Series 65 license and earned an Associate of Arts degree from College of DuPage.
Kelly enjoys trips up north in Wisconsin to join her parents, her two children and granddaughter where they relax on the lake, hike in the woods, swim, paddle board, and kayak. Lake life is her favorite!