Kelly is the Chief Compliance Officer & Director of Operations with Blue Rock Financial Group.
Here at Blue Rock, Kelly oversees all compliance activities of the firm as the Chief Compliance Officer, ensuring compliance with regulatory requirements, laws, policies, and procedures. As Director of Operations, Kelly manages the day-to-day activities of the company and leads coordination and integration efforts among operations and client service teams.
Kelly is also the primary contact for our 401k clients. She assists in developing and maintaining retirement plans for employers to meet the needs of their company. Kelly also meets with 401k participants to conduct enrollment and education meetings on an ongoing basis.
In her free time, Kelly enjoys spending time with her boyfriend, friends, and family, especially her nieces!