Senior Client Analyst
As a Senior Client Analyst, Kelly focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. She is a member of the firm’s Community Service Committee. Kelly joined Fiduciary Investment Advisors, LLC in 2011, which combined with DiMeo Schneider in 2020. Prior to joining the firm, Kelly was an Employee Benefits Client Service Representative at Lindberg & Ripple. She earned a BA at Central Connecticut State University. Kelly enjoys hiking, training dogs and spending time with family and friends.