Kelly joins Integrated Wealth Strategies, Inc. as a Client Service Associate, bringing with her a broad and diverse professional background. With experience in the insurance industry, many years at a CPA firm, and nearly 15 years in the technology field.
Kelly offers a vast combination of skills and insight that will strengthen the service we provide. In her role, Kelly will handle operational responsibilities and serve as a primary point of contact for scheduling meetings, addressing account-related questions, and handling client requests. Her passion for outstanding client service is one of her many superpowers, and we are thrilled to have her as part of our team.
Kelly earned her Bachelor of Science in Computer Science from Regis University in Denver. She is also certified in Project Management. She holds licenses in both Life Insurance, as well as Accident and Health Insurance.
Originally from California, Kelly has made Colorado her home for more than 30 years. Outside of work, she enjoys experimenting with new recipes for her family, perfecting her billiards game, and supporting her extended relatives as they embrace the art of aging gracefully.
*Not registered with LPL Financial