Kellie Dockter
Director of Client Experience
“ To live is the rarest thing in the world. Most people exist, that is all.”
Oscar Wilde
Role
Kellie's focus is to maximize your experience as a client. Kellie plans and manages events, finds ways to keep improving systems, flexes her creative muscles and is always looking for new concepts that add value to the financial relationship. When not flying around the office, Kellie enjoys baking, building Legos with her autistic son, having tea parties with her daughter, or reading fantasy fiction on her kindle with a wine glass in hand. It doesn't happen often enough, but when it does, she loves adventures and traveling with her husband, Dustin.
Professional Background
Personal Background
