Managing Director, Family Solutions
Managing Director, Family Solutions
Joined Enterprise
2024
Homebase
San Diego, California
Professional Focus
At her core, Kelly is passionate about people. Her clients are her biggest motivation professionally, and she believes in meeting them where they are and helping them achieve their goals. Kelly focuses on simplifying the complexities of financial services and supports families as they navigate the challenges that come with their wealth.
Previous Work Highlights
Kelly began her professional career working as a PR manager prior to joining Wells Fargo Bank in 2001. Over her tenure at Wells Fargo, she served as a Senior Trust & Fiduciary Advisor, working with multigenerational families to provide oversight and guidance in trust and estate planning issues. In 2019, Kelly joined First Republic Private Wealth Management where she helped launch the initial family engagement and governance offering and continued to serve clients as a consultant with J.P Morgan Wealth Management until May 2024.
Professional Designations
Certified Trust and Fiduciary Advisor (CTFA)
Family Firm Institute Advanced Certificate in Family Business and Wealth Advising
Education
B.A., Creative Writing, University of California, San Diego
Personal Facts
Outside of wrangling a household of boys and spectating their sporting events, Kelly’s joy is volunteering with the horses, goats, roosters, and donkeys at Laughing Pony Rescue. She has also always loved planes, working during her undergraduate studies at a jet center at Palomar Airport. Kelly earned her pilot’s license, although, she did need to sit on a pillow to reach the rudders!
Connect with Kelly
Delivering high quality, comprehensive fiduciary expertise and trust services with a commitment to our clients, their families, and the community.
Mikkela spearheads Enterprise’s growth and operational development. She also brings a strong skill set anchored in Trust Administration, Taxation, Estate Planning, and Business Succession Planning.
At her core, Kelly is passionate about people. Her clients are her biggest motivation professionally, and she believes in meeting them where they are and helping them achieve their goals. Kelly focuses on simplifying the complexities of financial services and supports families as they navigate the challenges that come with their wealth.
Margaret has 37 years of fiduciary management experience in all areas of trust administration and financial operations. She is committed to serving clients and their families with personalized comprehensive fiduciary expertise.
Jennifer manages the California Trust Team focusing on areas of Client Relationship Management, Trust Administration and Estate Settlement. Developing long term relationships motivates Jennifer in her quest for providing an unparalleled client experience.
Troy is responsible for managing estate assets during the settlement period, as well as seeking to ensure growth and liquidity for ongoing trust obligations.