Kelly joined ZRC Wealth Management in 2018. She began her career in 1992 at a small brokerage firm and later joined Charles Schwab & Co. at their San Francisco corporate headquarters in 1994 in operations. Later she became an Investment Specialist providing asset allocation advice and serving as a Trust and Estate Planning Specialist.
After taking some time off, Kelly joined a local environmental consulting firm working on zero waste initiatives; coordinating, promoting, and implementing organics and recycling diversion programs. Her work in this area lead her to recruiting executives for bio-renewable companies across the U.S. and most recently recruiting first responders for local air ambulance company REACH Medical Air Services.
Kelly enjoys getting to know clients so that she truly understands their goals and can work with them to achieve them. She assists clients in dealing with custodians such as Charles Schwab & Co. and other money matters. A native of Marin County, Kelly graduated from San Domenico High School in San Anselmo and has resided in a Sonoma County for more than 25 years. She lives in Windsor with her husband, Pat, and their 17-year-old son.
Education and Professional Certifications
- Bachelor of Arts in Anthropology, minor in Psychology – Sonoma State University