Kelly Harts, FPQP®

Kelly Harts, FPQP®

Client Experience Coordinator

Kelly is a graduate of Syracuse University, where she earned bachelor's degrees in forensic science and psychology. With over ten years of experience, she has built a foundation in administration and legal support, dedicating over half of her career to paralegal responsibilities. Her professional journey led her to join Clark & Company Wealth Management, in 2024, where she has thrived as an Executive Assistant.

She believes success in finance is more than managing numbers; it's about building strong relationships. She focuses on understanding and meeting the needs of each client. She is committed to ongoing learning, keeping up with industry trends to help her team provide effective solutions.
  
Kelly moved to Buffalo in 2018 to start a new life with her husband. They enjoy their time exploring antique shops, watching classic films, and spending time with their pack of rescues including three cats and a dog.  She is passionate about animal welfare and actively participates in various rescue organizations, assisting with large-scale rescue events and supporting prospective adopters. Additionally, Kelly is a certified Doula, providing education and support to expectant mothers during their pregnancies. All showcasing her diverse interests and commitment to enhancing her personal and professional life.