Kelly M. Jorgensen, CTFA

Kelly is responsible for the daily servicing of account needs, trust administration and fiduciary compliance, along with bookkeeping and payroll services as needed. 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.