With more than 15 years of experience in the financial services industry, Kelly brings deep knowledge in client service and a strong commitment to delivering exceptional client experiences. A graduate of West Chester University of Pennsylvania with a degree in Marketing, Kelly specializes in collaborating with internal teams to enhance workflows and drive meaningful process improvements that benefit both the firm and its clients. Known for building strong, lasting client relationships, Kelly takes pride in understanding client needs and promoting consistent, high-quality service.
Outside of the office, Kelly enjoys traveling, walking her family’s three rescue dogs, and cheering on her children in various extracurricular activities. Kelly resides outside of Philadelphia with her husband Tim, and their two daughters.
