Kelly Wertz Registered Client Associate

513.904.4345 [email protected]

Kelly graduated from Northern Kentucky University with a degree in Public Relations. She previously enjoyed a career in marketing and event planning before transitioning into the financial services industry. She has more than 5 years of experience in the financial services industry. Kelly holds the Series 7 and 63 registrations. She and her husband, Eric, live in Anderson Township. Some of her interests include cooking and traveling.

Our Team

We’ve dedicated our careers to delivering personalized investment planning services that our clients and their families deserve.

Jim Eck Partner

Jim Getter Partner

Eric Greenwell Managing Partner

Kim Niederhelman Senior Registered Client Associate

Michael Smaracko Client Service Associate

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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