Broker Check


Operations Manager

Kelly joined our team in 2015. She is currently enrolled at the University of Phoenix and working towards her B.S. in Management with a Marketing Certificate. She has a certificate in IT support from Computer Learning Center and over fifteen years of client service experience.

As our Operations Manager, Kelly makes certain that our firm reflects excellence at all times. For both business and client relationships, she is often the first point of contact. She manages our firms’ calendar, ensures our compliance records meet the highest standards at all times and oversees our increasing advances in technology. In addition, she is a valued member of our marketing team. She coordinates all client events, assists with social media and collaborates on many of our marketing efforts. She is professional, detail-oriented and gifted at delivering top-notch client care.

Kelly and her four children reside in Pottstown. Kelly enjoys spending time with her extended family, exercising, cooking, reading and attending her children’s sporting activities.