A native of the Hickory area, Kelle has worked in the banking industry for over 33 years. She joined Southeast Retirement Planners in September 2018. In addition to supporting SRP's office administrative staff, as Director of Client Services for Bob Fincher, she will be responsible for the overseeing their client relationships, helping to coordinate the administrative needs and services required, and communicating with clients to ensure they are comfortable with their financial plans.
Kelle is a fully registered assistant and has her Series 7 & 66 securities licenses with LPL Financial as well as NC Life Insurance. She also has an extensive background in trust services and enjoys working closely with local attorneys and accountants to ensure clients are able to successfully navigate the administrative complexities in this area.
Being able to serve her community is very important to Kelle. She is currently involved as President of the Community Foundation of Burke County, Steering committee member of Burke Women’s Fund and a member of East Burke Kiwanis. She was also past board member and president of Catawba Science Center.
Kelle and her husband, Jon, live in Connelly Springs have two sons and daughters-in-law and one grandson.