Kelli joined us in 2015, after 34 years in the legal field. Her interest in the financial field led her to seek her securities license, and we are proud to report that Kelli passed the Securities Industry Essentials exam (“SIE”) at the end of 2020, and more recently passed the Series 6 exam in mid-June! Kelli’s role here at Fortress Financial has been invaluable and continually growing. Our clients enjoy working with Kelli, and have come to rely on her as their main contact for our team, and the person to get the job done!
Kelli’s passions closer to home are cooking, gardening, true crime tv, the paranormal, her daughter and pets. In the summertime, she and partner Mark enjoy exploring the woods in Oregon, traveling in their RV, and spending time at their mountain property near Hyatt Lake.