Kelly has worked with Debbie since 2009, but the two have been friends for nearly twenty years. It is because of this close friendship that their work relationship works seamlessly.
Kelly worked in the customer service and administrative fields for over thirteen years before joining Cadence Wealth Advisors. Specifically, she has worked as an administrative professional in the financial industry for the past nine years. This experience has helped her hone both her organizational and personal interaction skills. She strives to run an orderly office and enjoys getting to know clients on a personal level as well as professionally.
The majority of Kelly's time is spent answering office calls, scheduling client appointments, preparing paperwork and reports for these appointments, and working closely with our home office to ensure proper processing of client paperwork. She also assists Debbie with marketing as well as day-to-day office management. Kelly strives to learn more about the inner workings of the financial industry so she will be better able to assist both Debbie and her clients.
Outside of the office, Kelly enjoys spending time with her husband of twenty-seven years and their two grown sons. In a perfect world, this time would be spent toes in the sand, enjoying the view of the turquoise waters of the Gulf of Mexico! She also enjoys dabbling in photography, specifically shooting pictures on the family farm, which has been in her family over seventy-five years.