Kelly provides quality service and assistance to our clients and our team daily. She takes care of the administrative needs of our team and assists clients with any questions or requests they may have in a timely and efficient manner.

Kelly enjoys fostering close relationships with the families and individuals we serve and helping ensure that they receive a high level of attention and support. Kelly also provides support for our team’s client accounts as well as scheduling and preparing documents for client meetings. Empathetic and detail-oriented, Kelly’s goal is to always make working with us easy and effortless.

Before joining our team in May 2023, Kelly was a Senior Branch Office Administrator at Edward Jones.

Kelly and her husband Arlen live in Medford near their family and 5 grandchildren. When not working they enjoy watching their grandchildren play basketball, softball, volleyball, and soccer. They also enjoy spending time camping with their family and friends.