Keely joined the team in 2012 as our receptionist and has developed into an invaluable member of the Service Coordinator team. As a Service Coordinator, she is the home office connection for a number of the firm’s advisors and provides guidance and support with handling accounts. She has a FINRA Series 11 license.
Prior to her work at MSTC, she has had three years of banking experience working as a teller and in customer services in local banks. This experience gives her great insight into the daily operations of the bank and credit union financial advisors she helps every day.
Keely has lived in Peoria for most of her life. She loves spending time with her children, traveling, and being outdoors. She is an avid St. Louis Cardinals fan.
Contact Keely at email@example.com.