Client Service Associate
Kelli joined Slate Wealth Management in 2023 with 25 years of experience providing clients with support in financial services and insurance. Providing excellent personal service with attention to detail has helped Kelli to deepen client relationships into friendships. With a strong work ethic and determination to succeed, Kelli looks forward to supporting current and future clients.
Before joining Slate Wealth, she worked at Edward Jones and State Farm Insurance. Kelli has her insurance producer license in Personal Lines, Life, Accident & Health.
Kelli and her husband, Matthew, have 3 children: Dylan, Kyra, and Kynli. Outside of work, Kelli keeps busy watching her kids’ many activities, watching the Iowa Hawkeyes, going for walks, bicycling, and traveling.