Market Leader, Kansas City
“The ultimate goal is to help clients find peace of mind. We listen to their dreams and goals and help them execute on all the details toward making it happen, providing guidance, advice and expertise along the way. What could be better?”
After spending a summer during college as the assistant to a financial advisor, Kelli knew she wanted to spend her career helping people plan for their futures and work toward their financial goals.
Having working in the financial services industry since 1989, Kelli is one of the Midwest’s most well-respected wealth management leaders. Her expertise has been refined in a variety of industry leadership positions, most recently as senior vice president and managing director at BMO Wealth Management where she had also served as financial advisor, portfolio manager and regional director of portfolio management. Now, as Market Leader for U.S. Bank Private Wealth Management in Kansas City, Kelli uses her knowledge and experience to lead a team of professionals specializing in Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning.
Education and community involvement
Kelli is very active in her community, and is committed to helping make Kansas City a better place to live and work. She serves on the board of directors of the Kansas City Symphony, as well as their finance and development committees. Previously, she was a board member at Newhouse Shelter, where she served on their fundraising committee.