CLIENT RELATIONSHIP SPECIALIST
After working several years in the Financial Services Industry, Kelly graduated from the University of Akron with a B.A in Psychology. She spent 11 years in the U.S. Military and six years working as a Director of Administration in the manufacturing industry before eventually returning to her roots in financial services.
She now brings her experience in operations, accounting, benefits administration and recordkeeping to the Cogent Strategic Wealth Team where she enjoys navigating the paperwork maze of establishing and managing client accounts to ensure they have an easy, effective, and enjoyable experience.
When she’s not taming the paperwork dragon, you can find her spending time with family, embarking on creative adventures with her young children, and brandishing her culinary skills with friends. She is passionate about supporting her local business community where she served as the former Executive Director for a small town Chamber of Commerce. She continues to support the local community through involvement in local tourism groups, community development initiatives, and non-profit organizations.