Kelli's Story
Kelli began her career in financial services in 1999, working directly with clients and retirement plans, including 401(k)s, 403(b)s, 457s, and ORPs, at firms including Northwestern Mutual, Lincoln Financial, USAA, and Voya. She later spent nine years as Director of Client Relations at a private wealth advisory firm clearing through LPL Financial, where she oversaw client service operations, advisor support, and compliance coordination. Kelli holds FINRA Series 6, 7, 63, and 66 licenses, along with a Certified Professional Results Coach (CPRC) designation.
Kelli now supports 360 Wealth Planners' advisors with centralized administrative and client service coordination, drawing on her background as both an advisor and a client service leader to help the team run efficiently so advisors can stay focused on clients.
Outside the office, Kelli is active in her local church community and loves to travel and explore new cultures and cuisines. She's happiest outdoors, whether camping, hiking, or taking a long drive with the windows down, and has taken up golf as well. Kelli is also an animal lover, especially of dogs and horses, and is especially proud of her daughter, who lives in New York.
Let’s discuss how we can help you achieve YOUR financial goals
At 360 Wealth Planners, we understand that every financial journey is unique. Whether you’re looking to build wealth, plan for retirement, or navigate complex investment strategies, our team is here to provide personalized guidance tailored to your needs.