Kelly joined Creutzer Financial Services in 2005 and has 13 years experience as a financial assistant. Kelly’s daily schedule includes:
- Consistent contact with clients
- Preparing client meetings
- Tracking case status, fulfilling missing requirements, ensuring account/policy is issued, funds are received and that the client’s file is complete for compliance needs.
- Maintain client data base
- Handling routine administrative duties and account maintenance matters.
Kelly is a native of Baltimore County and now lives in Bel Air with her daughter. She enjoys spending time with her family and relaxing at the Eastern Shore on weekends.