Kelly joined Kovitz in 2024 as a Client Service Associate. She has over 15 years of professional experience within the Financial Services industry. Before joining Kovitz, she spent over a decade at Morgan Stanley, where she held roles as a Financial Advisor, Senior Registered Associate, and Operations/Branch Service Manager. Kelly takes pride in delivering exceptional client service and plays a key role in overseeing the daily operations of her team.

Outside of work, Kelly enjoys cooking, exploring the outdoors, and traveling with family and friends. She resides in the suburbs of Chicago with her husband Bryan and their three children, Emma, Preston, and Annabelle, who keep her busy with their many activities, including softball, hockey, volleyball, basketball, and golf.