Kelli West brings a wealth of experience from her previous role at an investment firm to her new position as a Client Associate at Tri-Oak Private Wealth Management. With a background in administrative support and a dedication to seamless client service, Kelli is well-equipped to assist clients in achieving their investment goals.
Known for her ability to connect with new individuals, Kelli thrives on building strong relationships and ensuring efficient communication with clients. Her proactive and collaborative approach ensures that each person receives personalized attention and a smooth transition into the wealth management services offered at Tri-Oak.
Outside of the office, Kelli enjoys spending quality time with her family, including outdoor activities like skiing, camping and hiking with her husband and two beloved Golden Retrievers by her side.