Portfolio Administrator

Kelly joined Acropolis in 2021 as a Portfolio Administrator.  She is currently responsible for client relationship management, portfolio analysis, operations, and reporting. Kelly enjoys helping clients and acting as the intermediary between clients and their custodian, accountant, insurance expert, banker, and attorney/estate planner.

Prior to joining Acropolis, Kelly worked for Zelis Payments as a Technical Account Manager. Kelly earned her B.S. in Marketing from Maryville University in St. Louis, MO.

In her free-time, Kelly enjoys spending time with friends and family and playing in her Sand Volleyball League.