Client Services Associate, Lighthouse Wealth Group
Oversees account opening and maintenance processes, maintains regular review meetings for our clients, and assists with transfers and money movement.
Kelly has worked for SageSpring Wealth Partners since 2018. She is a graduate of Middle Tennessee State University and has over ten years of experience in customer service. She can also assist with all of your notary needs.
Enjoys spending time with her husband and daughter, gardening, and trying out new
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