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 with most practiced during her tenure as a Client Associate with Merrill Lynch.
As our firm’s Operations Manager Kelly maintains various responsibilities including managing our firm’s calendar, coordinating all of our client events, maintaining our compliance records, and overseeing technology. Kelly also manages our online marketing including our firm’s social media, the company website and all email marketing campaigns.
Kelly, her finance’ and her four children reside in Royersford. In her spare time Kelly enjoys spending time with her family creating and preserving memories.