Kelly joined the Oakleaf Financial Services team in April 2016 after 16 years of customer service at Sturgis Bank & Trust Company. Assistant to Brian and Vince, Kelly offers administrative support for client accounts. She handles account establishment, funds transfers, and any other client service needs with knowledge and efficiency.
Born and raised in Sturgis, Kelly, her husband Derek, and dog Belle love to camp with family and friends. When they aren’t watching their daughter, Rylee, participate in cross country, softball, and swimming, they are planning for a baby on the way.
Kelly enjoys volunteering in the schools to help kids. She serves on the Sturgis Little League Softball board, works at school events, and helps with the PTA. Since 2004, Kelly has been involved with the School Savings Program for children in grades K-8 to help show the importance of saving, and she also serves on the Sturgis Bank & Trust Company Compassion Committee to support fellow employees in times of need.
Raymond James is not affiliated with the above organizations and/or charitable causes.