I find many things rewarding about my job, especially working with my clients and co-workers. Everyone is fun and different in their own way, which provides a positive challenge every day.
Kelley provides wealth management services through financial planning including retirement planning, asset allocation and cash flow analysis. With more than 20 years in public accounting, she has experience working with a variety of industries as well as high net worth individuals and their businesses. Kelley is dedicated to helping her clients find the right solutions for their individual needs.
When you work with Kelley, you can expect a loyal partner and trusted advisor. She has the experience to assist you with your current needs while working toward future success.
When she's not helping clients stay in good financial shape, Kelley likes to stay in shape doing CrossFit. When she's in the mood to enjoy watching someone else run around, she keeps up with University of Oklahoma football and Oklahoma City Thunder basketball. She also likes to travel.
Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC, which is owned and operated by Eide Bailly LLP.