Kelly works directly with the partners to identify service issues and create solutions.  She is also involved with manager research and performance reporting for both our institutional and retail clients.  In addition, Kelly supervises the support staff on their respective duties.

Kelly began her career in 1988 and has been working with Ron Kikawa since then.  She graduated from the University of Denver with a Bachelor of Science in Business Administration with a double major in Finance and Marketing.  She holds the Series 7 & 63 licenses.