Kelli started her role as a Portfolio Administrator at Journey Advisory Group in November of 2020. Kelli supports the Northern Kentucky office and is responsible for client services, which includes working directly with the firm’s Senior Financial Advisors to implement and maintain client portfolios. She has over 30 years of experience in client relationships and over a decade in the financial industry which allows her to handle client transactions in a timely and professional manner.
Kelli is a graduate of Notre Dame Academy and has lived in Walton, Ky for the last 25 years. In her free time, she enjoys spending time with her two children Davis and Grace. She also enjoys traveling, going to concerts and cooking.