As a Senior Wealth Advisor, Kelly focuses on managing client relationships, which includes coordinating clients’ business, real estate, insurance, legal and financial needs. She brings significant expertise in building financial fluency and philanthropic values across generations. In her role, Kelly has been an essential member of her clients’ financial lives for over 25 years.
Experience
Legacy Trust, 2017 – present
Comerica Bank, 1995 – 2017
First of America Bank, 1988 – 1995
Certification
Certified Trust and Financial Advisor
Life Insurance, Resident Producer
Education
B.A., Kalamazoo College
National Graduate Trust School, Northwestern University
Community Involvement
Institute of Certified Bankers – Member
West Michigan Estate Planning Council – Member