Client Relationship Manager
Kellie is a client relationship manager, assisting Bill Worthington and Stacy Naberhaus. Prior to Cornerstone Financial Group, she worked at Kotler Financial Services for 12 years and has been with Commonwealth Financial Network® since 2007. She is the primary contact for any service related issues or questions on existing client accounts and new business. Kellie’s primary objective is to meet all clients’ needs in a timely and professional manner.
Having been born right here in Cincinnati, Kellie also spent a portion of her childhood in Montana and in Michigan, before finally returning home to raise her own family. In her spare time, she enjoys activities with her husband, Alex, and their two children, such as volunteering at their schools, Marvel movies, math homework, and more.
Kellie can be reached at (513) 924-3350 Extension: 24 or [email protected]