Kelly is one of our newest team members at Independent Financial Services and brings many years of client relations experience. Since joining IFS in early 2015, her dedication to our clients is apparent in everything that she does. Kelly also holds her Series 7, General Securities Representative registration. With a Master’s in Business Administration and 10+ years’ experience working within the financial industry, Kelly supports Jeannie and Jodi by processing all paperwork and being readily available to answer our clients’ questions and address their concerns. Customer satisfaction is a priority for Kelly, and she truly stands by the Golden Rule, treating our clients how she would like to be treated.
Kelly is a Florida native and loves the outdoors. With a softball background at St. Leo University, Kelly helps to coach her daughter’s softball team.
Kelly’s enthusiasm, work ethic, and zest for life make her an invaluable addition to the IFS team.