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I love the way financial planning offers me a platform to help people feel known, heard and valued. Financial decisions are often some of the most personal and complex issues a person faces, and I am grateful that my job allows me to partner with people to help them achieve the life they envision.
The Quick Hello

I am in the business of helping people always; whether that be in my relationships or my career. I value serving others and there is no greater joy than looking into someone’s eyes and knowing I served them well. I was drawn to this field because of my desire to come alongside people, learn about what is most important to them, and then diligently working to help those goals come into fruition.

I am fairly new to the industry after recently graduating from the University of Washington and playing for the Women’s Basketball Team. Upon graduation, I spent my first year in the business at a big firm before crossing the bridge and starting my career with Tschetter Group.

Kelli on Optimism

Optimism means believing the best in people, circumstances and situations; seeing an opportunity in every difficulty. To me, that means that we can always look to the future and see new opportunities, learn from different situations, and keep moving.

Professional Designations/Affiliations:

Series 7, Series 66, and Life, Health and Disability Insurance licensed

Education & Awards:

B.A., Finance, University of Washington

Pac-12 All Academic Team 2016 & 2017
(UW Women’s Basketball)

Community Involvement:

Founder, University of Washington Honorary Captain Program

Leader, YoungLife Capernaum

Volunteer, Special Olympics Washington

Volunteer, Seattle Children’s Hospital

More About Kelli

What excites me about the future:
That the possibilities are endless. When I started at entry level in this business, I set my goals high and worked hard to get where I am at today. I still have plenty of personal and professional achievements to attain, but I know that by keeping positive and staying focused, the possibilities are endless.

What I love about what I do:
I love the way financial planning offers me a platform to help people feel known, heard and valued. Financial decisions are often some of the most personal and complex issues a person faces, and I am grateful that my job allows me to partner with people to help them achieve the life they envision.

Ready to explore the possibilities?

Let's Talk