Kelly is a Senior Wealth Advisor with over 30 years of experience managing complex client relationships and guiding individuals and families through some of life’s most important financial decisions.
Kelly brings deep expertise in trust and estate administration and wealth transfer strategies across multiple generations. Throughout her career, she has helped families preserve wealth, navigate fiduciary responsibilities, and implement thoughtful plans that align financial assets with family values and long-term goals.
Known for a highly personalized and consultative approach, Kelly works closely with clients and their professional advisors to simplify complexity, anticipate challenges, and ensure continuity across generations. Clients value her ability to balance technical expertise with empathy, discretion, and unwavering attention to detail.
Above all, Kelly is trusted as a partner – focused on protecting legacies, facilitating smooth transitions, and helping families move confidently from one generation to the next.
Experience
Legacy Trust, 2017 – present
Comerica Bank, 1995 – 2017
First of America Bank, 1988 – 1995
Certification
Certified Trust and Financial Advisor
Life Insurance, Resident Producer
Education
B.A., Kalamazoo College
National Graduate Trust School, Northwestern University
Community Involvement
Institute of Certified Bankers – Member
West Michigan Estate Planning Council – President