Background & Role
Kelly started her career in the hospitality industry as a restaurant manager. She soon discovered she enjoyed the accounting and business side of the hospitality industry and began taking accounting courses at University of Milwaukee. This lead to an opportunity to work in a public accounting firm as a staff accountant for 7 years.
Since joining PJS in 2003, Kelly’s role as evolved from portfolio accountant/trader to operations manager and client service support. Kelly supervises the operations team and works closely with Patrick Sommerfield to oversee the firm’s compliance program and administrate the firm’s employee benefits program.
Kelly lives in Random Lake with her husband. She enjoys cooking, spending time with family, and loves to be outdoors, golfing with her husband as well as snow shoeing and cross country skiing.
Credentials, Memberships & Associations
- Series 65 – Uniform Investment Adviser Law Examination
- B.S. Hotel and Restaurant Management University of Wisconsin – Stout