Meet Kellie


Kellie brings over 25 years of experience in the Financial Industry to her role of Sr. Trading Consultant.  Previous positions include Product Strategy Consultant, Registered Office Assistant, Trading Analyst and Sales Supervision Principal.  She is known for her attention to detail, relationship building and outgoing personality.  She has several FINRA registrations including Series 7, 24, 66, 53 and 4 along with her insurance license.

Kellie has been married for 25 years and has two sons, ages 20 and 23.  She has lived in the    Omaha area her entire life and enjoys spending time with her husband now that they are empty nesters. She also enjoys reading and binge-watching Netflix.

Kellie is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

What’s your favorite food:

Anything Mexican

Favorite movie or TV show:

The Good Doctor

What motivates you:

A fast paced environment and getting the job done

Place you’d most like to visit:

Anywhere where there are mountains