Kelly Janzen

Client Service Associate

Kelly serves as the foundation of our client administrative experience. She uses lessons from her five years of financial service work, initially with SunTrust Bank and later Merrill Lynch, to provide our clients with customized and attentive resolutions to their concerns. Her passion is to make exceptional personal service a key contributor to overall client satisfaction.

On a systematic basis, Kelly directs our client performance review process and coordinates cash management solutions on behalf of our clients. Further, she proactively discovers and resolves potential client administrative challenges before they arise.

Kelly completed her associate degree in social sciences in the spring of 2012 and regularly volunteers her time as a youth group advisor at her church. Kelly and her husband, Chris, and daughter, Mia, reside in Virginia Beach.