Kellie has been in the financial services industry for 24 years, her focus is daily administration of client portfolios, correspondence and client relationship management with a high level of service.
Prior to joining Aspen Wealth Strategies, Kellie was with a local Registered Investment Advisor for six years, First Western Trust in Denver for ten and Merrill Lynch in Chicago for eight years. She managed the relationships of investment management clients including individuals and foundations.
Kellie moved to Denver in 1999 from Illinois and has never looked back! She is actively involved in her daughter’s school and enjoys travel, cooking and hiking.
When Harry Met Sally
The Grapes of Wrath by John Steinbeck
I hope to travel to all 50 states, so far, I have been to 32, next up Maine!
Helping clients achieve their financial goals and developing lasting relationships with them along the way.