General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
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.