Kelly Tuttle

Kelly Tuttle

Paraplanner

I work with our team of advisers to help ensure the needs of our clients are met. My responsibilities include analyzing and updating client data to prepare financial plans and performing money movements and other account maintenance duties. I enjoy connecting with clients and working together to help them meet their overall goals.

EDUCATION AND QUALIFICATIONS

BS, Finance, Indiana Wesleyan University

PERSONAL INTERESTS

Spending time with my husband, Jordan, and my two kids, Lily, and Jasper
Visiting local parks and spending time in nature
Trying local restaurants with friends
Relaxing at home with our dog and two cats

COMMUNITY PARTICIPATION

Member, Heath Church of Christ where I volunteer in youth and worship ministries

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