CONTACT INFORMATION717 West Sprague Ave.
Spokane, WA 99201
Keli serves as the Team Leader of Wealth Management & Advisory Services for the Spokane region and oversees a team of experts serving our clients with investment and estate services. She works with her closely-knit team of professionals to develop strategies and carry out the best solutions and ongoing service for the bank᾽s clients.
Her 25 years of business, financial, operating and investment experience in the investment management field includes building and managing a highly successful, fast-paced bond trading business capitalized by a high-net-worth family office.
She has been a speaker at national conferences focused on investment industry trends and fixed-income practices. Formerly a Senior Portfolio Manager for proprietary mutual funds at a national bank, she was instrumental in the conversion of bank trust funds to publicly traded mutual funds, resulting in one of the top-rated funds in the country in 1994 by Lipper, and the highest-quality rankings for two funds by Morningstar Ratings, Inc.
Flexibility, creative problem-solving and consistent superior service delivered in a timely manner are stressed as Keli serves each client relationship. Existing and prospective clients value her team approach to client service and appreciate working collaboratively to ensure goals and objectives are attained.
- Relationship Management
- Chartered Financial Analyst®
- CFA Institute
- Chartered Financial Analyst Society of Spokane
- BA, Finance, Eastern Washington University