"I enjoy helping people grow their money which is what draws me to this industry. PJS is a smaller firm that allows us to pay greater attention to the details. I think the easy accessibility of the entire PJS team is one of the main reasons clients like working with us."
Background & Role
As Operations Specialist, Kelly works closely with the entire PJS team and is responsible for the daily processing functions, clerical support, and client data maintenance.
Prior to joining PJS Investment Management, Kelly worked in a variety of administrative roles, each with an emphasis on high-level customer service. While raising her family, Kelly wanted to be closer to home while focusing on a rewarding career. Since joining PJS in 2012, Kelly’s role has evolved from administrative assistant to operations specialist.
Kelly lives in Saukville with her husband and son and enjoys spending time with her family while being active in church.
Education
- Associate Degree – Administrative Assistant, Milwaukee Area Technical College