Client Service Associate
Kelly joined the Jansen Wealth Management team in December 2020 as a Client Service Associate. She has worked in the Financial Services industry since 2009, starting in Operations at a proprietary trading firm. Kelly then moved into an Investor Relations role with the hedge fund manager of that proprietary trading firm and most recently worked in Client Services at another financial advisory firm. She loves working with clients and helping them in all of their day-to-day needs.
Kelly graduated from the University of Wisconsin – Eau Claire, where she majored in Business and Human Resources. She lives with her husband and two children in Eau Claire.