Kelly has worked in the financial services industry with Steele Wealth Management since 2004. As Senior Service Assistant for Steele Wealth Management, she focuses on client relationship development. She provides attentive, personal communication in response to general day-to-day requests from clients. She efficiently handles requests for security transactions and transfers, and helps clients with cash flow management. Kelly uses her analytical skills to assist with the preparation of financial reviews to help clients better plan their future.
In addition to earning a Bachelor of Arts in Communication Studies from Wilfrid Laurier University, Kelly is qualified to trade equities, bonds and mutual funds.
Outside the office, Kelly enjoys an active life with friends and family, spending time in the Kawarthas, and experimenting in her kitchen.