Hi, I'm Kelly

Client Experience Coordinator

I’m a highly organized, go-getter who enjoys jumping in, figuring things out, and getting things done. My core focus is to support both the team and our clients wherever I’m needed.

At Trailhead, I help keep the day-to-day running smoothly by supporting the firm’s operational and administrative functions behind the scenes.  You will also find me behind our office’s front desk greeting clients to ensure a welcoming, positive experience from the moment they walk in.

I enjoy being someone the team can count on and helping create a smooth, positive experience for our clients

Before joining the team, I was a middle school teacher in Brooklyn Park, MN. I had an amazing experience there and already have future plans to volunteer in my children’s classroom and coach sports as they get older.

I live in Chaska with my husband, Bill, our two boys, Conor & Finn, and our yellow lab, Max. Outside of work, I love staying active, reading, playing golf, and traveling whenever we get the chance.

Favorite Hike: Angel’s Landing in Zion National Park.  It is not for the faint of heart, but the views at the end are well worth the thrills to get there!

Bucket List Destinations: Scotland & Norway

Hi, I'm Kelly

Client Experience Coordinator

I’m a highly organized, go-getter who enjoys jumping in, figuring things out, and getting things done. My core focus is to support both the team and our clients wherever I’m needed.

At Trailhead, I help keep the day-to-day running smoothly by supporting the firm’s operational and administrative functions behind the scenes.  You will also find me behind our office’s front desk greeting clients to ensure a welcoming, positive experience from the moment they walk in.

I enjoy being someone the team can count on and helping create a smooth, positive experience for our clients

Before joining the team, I was a middle school teacher in Brooklyn Park, MN. I had an amazing experience there and already have future plans to volunteer in my children’s classroom and coach sports as they get older.

I live in Chaska with my husband, Bill, our two boys, Conor & Finn, and our yellow lab, Max. Outside of work, I love staying active, reading, playing golf, and traveling whenever we get the chance.

Favorite Hike: Angel’s Landing in Zion National Park.  It is not for the faint of heart, but the views at the end are well worth the thrills to get there!

Bucket List Destinations: Scotland & Norway

Hi, I'm Kelly

Client Experience Coordinator

I’m a highly organized, go-getter who enjoys jumping in, figuring things out, and getting things done. My core focus is to support both the team and our clients wherever I’m needed.

At Trailhead, I help keep the day-to-day running smoothly by supporting the firm’s operational and administrative functions behind the scenes.  You will also find me behind our office’s front desk greeting clients to ensure a welcoming, positive experience from the moment they walk in.

I enjoy being someone the team can count on and helping create a smooth, positive experience for our clients

Before joining the team, I was a middle school teacher in Brooklyn Park, MN. I had an amazing experience there and already have future plans to volunteer in my children’s classroom and coach sports as they get older.

I live in Chaska with my husband, Bill, our two boys, Conor & Finn, and our yellow lab, Max. Outside of work, I love staying active, reading, playing golf, and traveling whenever we get the chance.

Favorite Hike: Angel’s Landing in Zion National Park.  It is not for the faint of heart, but the views at the end are well worth the thrills to get there!

Bucket List Destinations: Scotland & Norway

© 2026 Trailhead Planners

Trailhead Planners, LLC (“Trailhead”) is a registered investment advisor offering advisory services in the States of Oregon, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Trailhead Planners, LLC, disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Trailhead does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Trailhead be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Trailhead or a Trailhead authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

© 2026 Trailhead Planners

Trailhead Planners, LLC (“Trailhead”) is a registered investment advisor offering advisory services in the States of Oregon, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Trailhead Planners, LLC, disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Trailhead does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Trailhead be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Trailhead or a Trailhead authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

© 2026 Trailhead Planners

Trailhead Planners, LLC (“Trailhead”) is a registered investment advisor offering advisory services in the States of Oregon, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Trailhead Planners, LLC, disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Trailhead does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Trailhead be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Trailhead or a Trailhead authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.