Kelly joined Schneider Downs in 2016 and is responsible for contribution processing and managing 401k participant loans. She works with plan sponsors and participants to ensure the processes of both run efficiently. Kelly also assists with client services to make certain all client needs are met.
Kelly lives in the South Hills of Pittsburgh and spends her time outside of work staying fit, attending concerts, and enjoying the company of friends and family.
Retirement Plan Fundamentals (RPF) Certificate, American Society of Pension Professionals and Actuaries
B.S. in Early Childhood Education, Indiana University of Pennsylvania
One PPG Place, Suite 1700
Pittsburgh, PA 15222
sdwealthmanagement@schneiderdowns.com
p:412.697.5200
f:412.261.4876
65 East State Street, Suite 2000
Columbus, OH 43215
sdwealthmanagement@schneiderdowns.com
p:614.621.4060
f:614.621.4062
1660 International Drive
McLean, VA 22102
sdwealthmanagement@schneiderdowns.com
p:412.697.5200
f:412.261.4876