Kelly joined the team in July of 2025 as a Client Service Associate. Kelly has a passion for helping people and has been in the financial industry for 3 years. She enjoys building strong relationships with clients and being able to support them in any way possible. Whether assisting with account management, coordinating paperwork, or helping resolve questions, Kelly’s goal is to provide exceptional service to all clients. She is eager to learn and grow to build upon her foundational knowledge. Kelly has completed the SIE (Securities Industries Exam) and is working towards expanding her knowledge through additional education and licensing to better support our clients and advisors.

Kelly is originally from Lancaster, MA where she still resides with her husband, Nick. She loves playing basketball, tennis, and golf and enjoys traveling to new places. Kelly is excited to join the team and looks forward to getting to know all clients on a personal level.