Portfolio Management Assistant
Kelly grew up in Northern Illinois before moving to the Polk County area in 1995. She is a mother of three grown sons and a teenage daughter. When Kelly has time away from her role as a cheer mom, she can be found enjoying her hobbies of Frisbee Golf, reading, and collecting antiques.
As a member of the Portfolio Management Administrative team, Kelly processes daily deposits, handles any account maintenance needs, and produces reports for both the CPS Advisors and CPAlliance™ members.
Prior to joining CPS, Kelly work for a local liquid food grade transportation company in the Tax and Permitting Department and Employee Benefits.