Client Services Coordinator
College for Financial Planning
Before joining EP Wealth Advisors in 2015, Kelly worked for Moore Financial Group for 8 years as Client Services Director. Kelly has worked in the financial industry for over 20 years, with a focus on client relationships. She also holds a ParaPlanner designation. Kelly’s is active in her girl’s school and loves volunteering whenever possible. She also enjoys spending quality time with her husband and three beautiful daughters who are all active in volleyball. Outside of being volleyball mom, Kelly enjoys going on long walks with the family, riding bikes, and watching movies with the family.