Kelli joined the company in 2016 as Administration Assistant to the Financial Planners. She previously worked for another Financial Planning company for 4.5 years, assisting with all Administration.
Kelli works Monday through Thursday as a Para planner remotely from Collie. She has an interest in learning the compliance side of the business as well.
Her hobbies include attending car shows and going on car cruises, RSL and reading.