Kelly is an office management professional with 14 years of industry experience. She has been a member of Cadence Wealth Advisors since its inception in 2017.
Her foray into the financial world began in 2009 as an administrative assistant. Prior to 2009, Kelly worked in customer service and administrative fields. Those years helped 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.
She works hand in hand with Tyler on matters concerning the company: answering calls, scheduling appointments, and working closely with our home office to ensure proper processing of client paperwork. She also assists in 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 Tyler and his clients.
A Nashville, Tennessee native, Kelly and her husband, reside in Sumner County, Tennessee, with their dogs, Monty, Moxie and Maverick. Their children are grown and live in Middle Tennessee. She enjoys spending time with the family and traveling to the Gulf Coast.