318 1st Avenue Southwest, Suite 120
Rochester, Minnesota 55902
- Direct 507-424-5488
- Fax 507-424-5481
Kelly and the Wealth Management team provide disciplined, high-quality investment management, wealth planning and trust administration customized for your unique goals. She has worked in the financial services industry since 2004 and has the expertise necessary to integrate advice from multiple disciplines and take a holistic approach to helping you identify and meet your goals. By building long-term client relationships based on prudence, responsibility and trust she helps individuals, families, foundations and other organizations establish and meet their financial goals.