Financial Planning Assistant
Kelley graduated from Baldwin-Wallace University with a B.A. She thrives in the role of supporting her team and making sure they have everything they need to provide top-notch service to our clients.
Kelley and her husband live in Mentor with their two cats. She looks forward to good weather so she can be outdoors hiking or kayaking. And enjoys creative hobbies of quilting and jewelry making. Kelley serves on the Board for her condominium community, and is a committee member for a local charity supporting Metro Hospital Child Life Center.