As the Director of Operations for Estate & Trust Advisors, Kelly works hand-in-hand to support the Advisors of the firm. To ensure client satisfaction, her primary responsibilities include overseeing firm operations, servicing and reconciling accounts, reporting of portfolios, and client communication. After graduating from North Park University in 2018 with a B.A. in Communications, she joined the ETA team. Kelly lives just over the border of Illinois in Wisconsin. In her free time, she loves to take her goldendoodle on walks, read books, and enjoy the outdoors with her Husband.
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