Kelly M. Jorgensen, CTFA

Kelly is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and driving the efforts of The Family Office at Greenleaf Trust. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. A graduate of Davenport University, Kelly has a bachelor’s degree in business administration with a focus on human resource management. She is a Certified Trust and Fiduciary Advisor with over 20 years of experience in the financial and client service industries.