Kelly spearheads our “Service First” commitment with dedicated, thoughtful 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.
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 pursue their financial objectives and enjoy a “Life Well Lived.”
Many people find that having an independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and the market.
Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.