Kelly started in the banking industry in 1981 and continued in this field through 1998 at which time she made the decision to go into the financial services field. Kelly, joined Franklin Templeton in 1998 as a customer service representative where she worked with only top producing brokers. In 2003 Kelly came to Lion Street Fiancial and joined the Csenge Advisory team in 2006.
Kelly handles all client inquiries, processes all paperwork, computes and processes the “required minimum distributions”, run’s all insurance quotes, assists with tax information, is the liaison for the 401K administrators and TPA’s. Kelly truly enjoys the client relationships and it is her main goal to provide superior customer service.
Kelly was born in Greece, moved to Chicago for 11 years and has been in Florida since 1978. In her free time she enjoys spending time with family, reading, gardening and traveling.