Kelly Wasmund

Director of Operations

Operational trailblazer driving financial success while mentoring the next generation of top talent.

Backed by nearly 30 years of experience in team leadership, strategic management, and operational excellence, Kelly is a seasoned mentor and guide, adept at steering teams toward growth, collaboration, and customer service.

From a big-picture perspective, Kelly’s core focus areas emphasize people, financial, and strategic planning initiatives to streamline and optimize day-to-day operations while driving growth opportunities.

Kelly is passionate about growing and mentoring teams to help them learn the business while cultivating a culture rooted in the firm’s mission and vision. She earned both an MBA and BBA from Walsh College.