Kelly is an administrative professional providing operational, administrative, and organizational support for North Coast Financial Advisors. She also has working knowledge of graphic design, allowing her to assist with both operational and visual needs. Her previous background includes overseeing inventory systems, managing warehouse operations, and supporting day-to-day office functions.
Kelly is pursuing her insurance license, Series 66, Series 7, and CFP designations. She values continuous learning and professional development and regularly enjoys taking online courses on a wide range of subjects.
Outside of work, Kelly is a mother of four who enjoys spending time with her children, camping, crocheting, reading, caring for her plants, and maintaining a healthy, positive lifestyle. She is guided by her faith in the Lord, which shapes her values and approach to her work and relationships.