Kelly plays a key role in all facets of administration and client operations. Her passion for organization and interpersonal capabilities make her an excellent advocate for clients as she helps them navigate their financial lives.
Kelly has over two decades of administration experience in the financial services industry. Prior to joining our team, Kelly worked in Wealth Management at Cary Street Partners (formerly Waypoint Advisors), Family Office management at Wall, Einhorn & Chernitzer and Private Equity at Envest. She began her career in performing arts management with a corporate operations role at Columbia Artists Management in New York City and production and development roles at the Virginia Arts Festival in Norfolk, VA.
Kelly is a graduate of James Madison University and holds an Executive Certificate in Financial Planning from Old Dominion University.