Kelly is instrumental in supporting our corporate development team, which focuses on finding advisor partners who are looking to be part of the wealth creation story.
As Corporate Development Coordinator, she supports the Directors, manages lead generation, creates outreach campaigns, trains & supports the internal CDA team, supports M&A prospects, and manages day-to-day corporate development activity.
Prior to joining Credent Wealth in 2021, she was a teacher for 21 years. During her years in education, she developed a vast skillset, including the ability to connect with people, multi-tasking, effective training methods, strong organizational skills, analytical thinking, and thoughtful leadership, which has proven to be an asset in her current role.
Kelly holds a bachelor’s degree in elementary education from Ball State University, and a master’s degree in education from Indiana University Fort Wayne.
Kelly lives in Auburn, with her husband, Aaron, and their two daughters. She enjoys traveling, hiking, DIY projects, and spending time with her family and serving at church.