Kelly has worked in the estate planning and financial services industry for almost 20 years. She has vast experience assisting clients with almost every aspect of planning, from helping set up estate plans at the start, all the way through to assisting trustees and beneficiaries with post-mortem matters. Because of her experience in the insurance industry, she can explain some of the more complicated financial aspects and procedures in more detail and with ease.
Kelly is friendly and patient, and fosters trusting relationships with her clients. She has dealt with many unexpected situations – her empathy and ability to problem solve often causing her to be a client’s first contact.
In her free time, Kelly enjoys being outdoors and spending time with friends and family – which almost always includes dogs