Kellie assists John and Mark in many aspects of wealth management and client service. She has spent her entire career providing professional customer service and brings that set of skills with her to the role of office management for the firm. She brings a smile to work every day and finds the greatest value in the process of helping people achieve their goals.
When Kellie isn’t working, you’ll find her spending as much time as possible with her son, Alec, a high school senior, and friends and family, including her three dogs. As a small town girl originally from Southern Illinois, that free time involves a country music concert as much as possible.