As Director of Client Services, Kelli aims to meet clients’ needs first while offering clear, supportive service. Working with clients in the Financial Industry for 10+ years, Kelli is passionate about fostering long-term relationships and ensuring seamless client experiences.
Kelli holds a degree in Psychology from California State University of San Marcos. Outside of the office, Kelli prioritizes time with her husband and daughter, much of which is spent enjoying the outdoors!