Kelly spearheads our “Service First” commitment with dedicated, proactive attention to all aspects of client accounts, operations and compliance. She handles non-account related services for our valued clients, manages operations and oversees compliance. Prior to her move to Santa Barbara in 2007, Kelly worked as an Administrative Assistant at KWM. Since then, she has worked as a Marriage and Family Therapist Intern and later as Admissions Director for an independent school in Santa Barbara.
Kelly earned her Bachelor of Arts Degree from University of California, Santa Barbara and her Master of Arts in Marriage and Family Therapy from Pacific Oaks College. She lives in Santa Barbara with her husband, Jeremy, and their two daughters.
Despite market volatility and economic uncertainty, clients can achieve their financial objectives and enjoy a “Life Well Lived.”
Many people find that having a trusted independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and changing times.
Discover how KWM’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.