Kelli Yates

Office Administrator

I work with clients and advisers to provide extraordinary client service. In addition to meeting with clients regularly, I also process paperwork, coordinate scheduling and perform a variety of other activities that contribute to the smooth operation of the practice. I have been in the business for 30 years, and our clients are the main reason I love what I do.

EDUCATION AND QUALIFICATIONS

Currently enrolled at Franklin University; Pursuing B.S. in Financial Management

PERSONAL INTERESTS

Playing tennis, reading, working out with my gym buddies, and listening to music.
Spending time with my husband, Keith, our daughter Sam, and our son and daughter-in-law Sidney and Daisy. I also love hanging out with our cat, Stella.

COMMUNITY PARTICIPATION

Actively participate in our firm’s quarterly volunteer service projects, which enable each member of our team to participate in hands-on service to great, local non-profit organizations

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