Kelly is an Operations Associate in RKLs Wealth Management. She has operations and management experience serving clients in a variety of industries including sales, banking and wealth management. Kelly specializes in building and maintaining client relationships as well as providing ongoing support for their financial needs.
Professional and Business History
Kelly joined the firm in June of 2018. She brings more than seventeen years of experience in finance including 10 years with M&T Bank, who won the 2017 J.D. Power Award for Highest Customer Satisfaction in the Northeast Region, and five years of experience in wealth management support with two different investment agencies.
- B.S. Business Management/Administration, Bloomsburg University
Kelly and her husband Chad live in Columbia, PA with their two young children. In her free time Kelly enjoys spending time with her family, reading, working out, and making jewelry.