GROWTH MARKETING EXECUTIVE
Kelly has devoted her 20+ year marketing and sales career to helping independent-minded financial advisors reach and connect with the clients they’re meant to serve. Over the years, she has had the honor of working alongside — and learning from — some of the most talented financial planning and marketing professionals in the industry.
Each of HT|TC’s advisors and team members bring their diverse skills, experience, and areas of specialization to the firm. Kelly is passionate about building trusted, open, collaborative relationships with our advisor team, helping incorporate their voice, strengths, and value into our client experience and value proposition. As a team player, she is happy to wear any marketing-related hats (strategizing, writing, building, integrating, collaborating, listening) as needed.
Kelly spent 18 years as Director of Marketing at an RIA in the Pacific Northwest, overseeing their brand and marketing efforts while providing marketing and practice management support to 50+ advisors. Prior to joining HT|TC, she oversaw an in-house marketing agency offering comprehensive outsourced marketing strategy and execution to a national broker-dealer’s top 150 firms. Kelly was also a mutual fund wholesaler and holds a Bachelor of Science in finance from the University of Illinois.
She is a mom of two, a boy and girl who inspire her to be better every day. When possible, she enjoys traveling and has previously lived in Chicago, London and Portland, Oregon. Kelly loves outdoor concerts, a good glass of wine, feeling productive, seeking beauty in small things, and cooking a great, simple meal for friends or family.