We are an innovative firm—always seeking out the newest and best solutions for our employees and clients and are never satisfied or feel that we have done enough. This is the type of person I am too. Being part of this effort, always challenging ourselves to get better, is the reason I’ve worked for HH as long as I have. I love being around people who strive for more!
Kelli holds multiple roles with Halbert Hargrove. As Managing Director of Growth and Client Experience, she sets the tone for the quality and character of Halbert Hargrove’s client service relationships and focuses on fostering the firm’s growth. Her oversight includes the firm’s wide-ranging marketing and communications initiatives and sales efforts.
We think of Kelli as a consummate “people person.” She helped establish Halbert Hargrove’s current intern program; she also recruits and manages the firm’s associate wealth advisors, client service managers, and a portion of our associate client service managers. Kelli is also involved in HH’s mentor program, continuing to mentor two of our remarkable associates. She considers herself extremely blessed to work with JC and Cecilia on a daily basis on firm initiatives, challenges, and goals.
She joined Halbert Hargrove in 2007 and was promoted to management in 2012. In recognition of her contributions, she was named to her current position in 2021. Kelli enjoys the diverse challenges of her roles and says “it’s very gratifying as a manager to see people improve and excel at their job – moving outside of their comfort zone and experience being more capable than they imagined.”
Previously, she worked as a sales manager for Gallo Wine Company, providing client service and account management in South Orange County.
Kelli earned her Bachelor of Science degree in Business Administration-Business Communication/Marketing from the Marshall School of Business at the University of Southern California in 2006. She earned the designation of ACCREDITED INVESTMENT FIDUCIARY™ from the University of Pittsburgh-affiliated Center for Fiduciary Studies; she is also an accredited Designing Your Life facilitator.
Married to an amazing husband, Kelli is mom to two young boys, and loves spending time with their dog Brody and her extended family, which includes three nephews and two nieces. As a family they enjoy trips to just about anywhere and love spending time in everything water – lake, ocean, river, pool. She loves being involved in her boy’s school and activities and volunteers whenever she can. In her free time she enjoys reading, cooking, gardening, playing tennis, and riding her Peloton for exercise and sanity.
I love country music!! My kids and I listen to it day and night. My husband and I also love going to concerts near and far.