Kelly Jansons

Kelly brings over five years of industry experience, with a strong focus on delivering exceptional client service and building lasting relationships. She plays a key role in managing the day-to-day client experience, streamlining operations, and ensuring every interaction reflects our commitment to excellence.

Prior to joining the team, Kelly built her experience across both wealth management and client-focused service roles. In her previous role with a private wealth advisory practice, she helped create and implement universal processes that improved consistency and efficiency, while supporting the team’s growth through enhanced client experience and operational workflow. Her earlier experience managing high-end salons and luxury property management strengthened her attention to detail and passion for delivering white-glove service.

Kelly earned her bachelor’s degree in fashion merchandising from The Ohio State University. She also holds her Ohio Life, Accident and Health insurance license and is a notary public.

Outside of the office, Kelly enjoys hiking, kayaking, exploring new restaurants, live music, and spending time with her husband, Korey, and their two dogs, Buddy and Buster.