General Inquiry 800-658-9474
401(k) Employee Inquiry 800-716-3742
Kelly’s responsibilities as a relationship manager consist of working directly with clients to achieve their financial goals through proper administration and management of their accounts, whether their account is an agency, IRA, trust or estate. She takes tremendous pride in developing and maintaining relationships with clients through regular meetings and other forms of communication. Kelly is motivated by seeing her clients lead a full and enriched life with her assistance as their Relationship Manager.
Monday, September 28, 2026 | 11 am – 12 pm CST
Women are often caring for aging parents, children and family, simultaneously. But, caring for the people you love shouldn’t mean putting your own financial future on hold! Sign up for our first HerPoint webinar to learn financial steps to help you balance the needs of caring for your parents, your children and yourself.
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