Kelly Jelenchick is the Uhler and Vertich Financial Planners Operations Manager and Client Service Associate. She holds Series 7, 24, 51, 65, and 63 FINRA licenses and has three decades of experience in the financial services industry. She also is licensed by the State of Florida Department of Insurance for Life, Variable Annuity, and Health insurance.
Kelly worked in several roles with Wells Fargo Asset Management and Strong Investments, including management and leadership positions. At UVFP, she provides top-level services to clients, coordinates management of the office, and assists with projects.
The entire office appreciates Kelly’s knowledge and enthusiasm for serving our clients. Her attention to client needs and desire to please is exceptional.
She is from Milwaukee, Wisconsin and is a graduate of the University of Wisconsin-Whitewater. She and her husband, Charlie, moved to Cape Coral in 2016. They have three children. In their spare time, she and Charlie enjoy kayaking, watching movies, and trying new restaurants.