Kelly joined Prime Financial in January 2019 as an Administrative Assistant to both Mike and Amanda. Kelly’s main responsibilities include updating client accounts and facilitating paperwork for investments. Before becoming a part of our team, Kelly worked in various industries including banking and accounting.
Kelly is a graduate of the University of St. Thomas. She grew up in New Berlin, but she has happily called Sussex her home for over 17 years now. She loves walking on the Bugline Trail, enjoying local festivals, listening to live music and cheering on all our Wisconsin sports teams. Kelly is the proud mom of JP, Hannah and Nick.