Client Service Specialist
Kelly joined Mercer Advisors via the acquisition of ClearRock Capital in June 2020. Kelly joined ClearRock in 2016 having spent almost a decade in client-facing and operational roles. Previously, she worked with financial services firms such as Washington Asset Management and KMS Financial Services. It was at those firms where Kelly honed her client service interest and skills. “I think it is really important when assisting clients to put myself in their shoes. Doing this ensures their experience is the best we can provide.” When she’s not in the office, Kelly enjoys yoga, hiking and taking short road trips to her native Pacific Northwest with her husband and three daughters. Kelly holds a B.A. in Liberal Arts and Sciences from Western Washington University.