Director of Elite Client Services & Relations
In her current role, Kelly is responsible for working with our elite clients and guiding them through the insurance underwriting process. Kelly has over 12 years of experience in the Financial Services Industry in the areas of administration, compliance, and operations. She provides a high level of service and advocates on the client's behalf to ensure the best possible outcome. Her experience helps the team operate at maximum efficiency when handling the back-office systems and operational tasks required to maintain an excellent experience for all clients.
Kelly joined the Cambium Group in 2020 and has collaboratively worked with Guardian and our parent firm Strategies for Wealth since 2009. She graduated from Framingham State College with a BA degree in Business Administration. She lives with her two children Brooke & Luke and her husband, Steve in Franklin MA.