Kelli leads the Firm’s MoneyAdvice@Work® Team, which focuses on employee education and personal financial wellness services. She brings over 30 years of financial services experience to the team including over 26 years with the Francis team. She holds a Bachelor of Arts Degree in Business Administration – Marketing from Michigan State University and a Master of Education from Carroll University specializing in Adult Education. She is responsible for all aspects of employee education, including curriculum development, design of education programs, and delivery of face-to-face financial wellness services. She has extensive experience in training and public speaking engagements and has autho