Kelly is a Wealth Management Administrator at Arcadia Wealth Management where she supports clients and advisors by coordinating day-to-day operations, organizing financial documents, and helping deliver a seamless, personalized planning experience. She is known for her meticulous attention to detail, strong organizational skills, a proactive mindset, and genuine care for both clients and colleagues.
With a background in Psychology and Family and Child Studies from the University of Guelph, Kelly brings a strong understanding of human behavior and communication to her role. Enabling her to support clients in a thoughtful, empathetic, and personalized way. Blending her background in psychology with a genuine interest in financial planning, Kelly found her stride in a role that lets her help others navigate important life decisions.
Outside of work, Kelly enjoys cooking, growing her never-ending to-read list, exploring local trails with her dog, and competing in cattle shows across North America with her family.