Kelly joined Calder Investment Advisors in May of 2005. As Client Manager, she is responsible for the computer-based operation of the client business. She helps establish and audit all client accounts and is responsible for maintaining relationships with our custodians, particularly Fidelity Investments and Charles Schwab. Kelly also customizes our client reporting software, Morningstar Office, to best fit each client’s needs. Additionally, she coordinates all distributions, loans and hardship applications for our various retirement plans along with other administrative tasks.
Kelly is a Notary Public serving in Kent County and this service is available to all Calder clients.
Kelly is a Grand Rapids native and a graduate of Grand Valley State University with a Bachelor’s Degree in Management & Marketing. She currently lives in Cascade with her husband, son and daughter