Kelly joined our team in August, 2015. She brings almost twenty years of client service experience. Prior to joining our firm Kelly held a leadership position with a customer service center and also worked with a team of financial advisors at Merrill Lynch for over five years. Kelly is an incredible asset. She is passionate about exceeding client expectations and enjoys building strong client relationships. At Kalejta Financial Management her responsibilities include coordinating all the firms special events, maintaining all marketing compliance, assisting with social media, conducting client surveys and email marketing campaigns, managing relationships with centers of influence, and overseeing our hiring process, including onboarding summer interns.
Kelly earned a certificate in IT support from Computer Learning Center and currently attends the University of Phoenix to earn her Bachelor of Science in Management with a Marketing Certificate.
Kelly lives in Limerick with her husband, four children, and many family pets. She enjoys gardening, exercising, reading, and cooking. She loves spending time with friends, writing poetry, and discovering innovative ways to entertain her children!