Client Support Coordinator
Kelly works as our Client Support Coordinator and enjoys supporting our Client Relationship Managers, Ashley and Christina, 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, Kelly plays viola with the Beloit Janesville Symphony Orchestra as well as with a local string quartet and various other small ensembles in the Madison area.
Kelly has been married to Dave, a high school Chemistry teacher since 1995, and they have two children, Ben and Rachel. Kelly enjoys listening to and attending Broadway musicals, reading, kayaking, and hiking in her spare time. She also enjoys watching and rooting for the Milwaukee Brewers.
