Kelli has been a member of the Telemus team since 2010. She has spent nearly 15 years in the financial services industry developing a career that focuses on growing, preserving, and transferring wealth. At Telemus, Kelli is responsible for the development and execution of clients’ financial life plans and is responsible for the company’s training and development as it relates to wealth management practices and tools. Kelli also directly leads the team of Wealth Analysts and oversees their
Kelli is a graduate of the University of Michigan where she earned her bachelor’s degree with a double major in Economics and English. She is passionate about the Metro Detroit community and is involved in several charitable organizations: executive board member of Jewish Family Services; board of trustees of Congregation Shaarey Zedek; board member of Jewish Community Relations Council; and co-chair of the Nora & Guy Barron Mission Lab at the Jewish Federation of Metro Detroit. When she’s not giving back to our community, you will find Kelli relaxing through yoga, running, playing squash, or traveling with her family.