Keli, a Coe College Alum, grew up in Clinton Iowa and has been in the customer experience business since 2007 and the financial services industry since 2011. Keli provides a top-quality client experience for Tom’s clients with her strong communication and follow-up skills. Keli also oversees and manages all client service activities and manages many business functions for Tom’s practice. Outside of work, Keli spends time with her husband, Nate, and kids (Maggie and Kaleb) while enjoying to watch the Hawkeyes, playing soccer, running, occasional triathlon, and various outside activities.
Keli is not registered with Osaic Wealth, Inc.