Client Support Coordinator
Kelly works part-time as our Client Support Coordinator and enjoys supporting our Client Relationship Managers, Ashley and Desiree in assisting with our clients’ needs.
Kelly holds a Bachelor’s Degree from Lawrence University and a Master’s Degree from Northwestern University in Music Performance. When she is not scheduling appointments and performing administrative tasks for Wealth Distribution Strategies, she teaches private violin and viola lessons and plays viola with the Beloit Janesville Symphony Orchestra as well as for various small ensembles in the Madison area.
Kelly is married to Dave, a high school Chemistry teacher, and they have two children, Ben (1997) and Rachel (1999). In her spare time, Kelly enjoys cheering for her daughter on the soccer pitch, reading, and listening to and attending Broadway musicals.