Kelly is thrilled to (re)join the fun at Sachs Wealth Management! A CPA by trade, she began her career in audit and assurance, where she developed a strong ability to untangle complex financial puzzles, identify potential risks, and focus on the details at every level.
At SWM, Kelly partners closely with Jill to build an organized, smooth, and supportive experience so clients can spend less time worrying about the details and more time focusing on what matters most to them. Between tracking key milestones and ensuring nothing falls through the cracks, she is dedicated to providing the operational support that keeps each client’s plan running smoothly and efficiently.
When she’s not dreaming of ways to help improve the client experience, you’ll find her spending quality time with family, getting lost in a good book, or planning her next travel adventure.