Kelly Eckels joined Creutzer Financial Services, LLC in 2005 and has more than 20 years of experience in the financial services industry. After spending two decades supporting our clients and advisors, Kelly has become a crucial and valued member of our team, and she plays an integral role in ensuring our office operates efficiently and that every client receives exceptional service and attention.
In her role as office manager and certified notary public, Kelly assists with account servicing, paperwork processing, scheduling, and day-to-day client support. Her attention to detail, organizational skills, and commitment to client care help create a smooth and positive experience for the individuals and families we serve.
