Kelly serves as the Operations Manager for Insight Financial Services. She has been in the financial services industry since 2000. Prior to joining the Firm, Kelly was the Operations Team Leader at a registered investment adviser serving high net-worth clients.
Kelly’s responsibilities include, but are not limited to, working with our advisers and key specialists in the transition of client accounts and account-related service requests. She earned a Bachelor of Science in Business Administration Degree at the University of Missouri-Kansas City.
In her spare time, Kelly enjoys traveling, scrapbooking, reading, and spending time with her husband and daughter.