Kellie Trotta serves as the Practice Manager for Conservation Wealth Management, focusing on marketing and client relations, as well as assisting Wealth Managers so they can better serve their clients. Kellie’s responsibilities include assessing client information, helping develop financial recommendations, and ensuring all information in clients’ plans are relevant, accurate, and updated.
Kellie has proudly worked with her husband, Richard, for over 25 years in the financial industry, and she believes their work is centered around cultivating client relationships with a family-like touch. She and the team are adamant that they don’t have a phone service – they personally answer each client’s call and create a personal, elevated client experience that sets their team apart from others in the field. Helping people take ownership of and understand their finances is the most rewarding aspect of Kellie’s work.
Married for nearly 35 years, Kellie and Richard are parents to Clinton, who is a Managing Partner at Conservation Wealth Management, and Emilee, who is a big-time animal lover and is married to Patrick. Away from the office, Kellie enjoys practicing yoga, hiking, hunting, fishing, and reading.