Kelly MeyersClient Relations Manager
Kelly Meyers is a Client Relations Manager with Fusion Financial Group, a financial planning firm based in Denver, CO. Kelly comes from a 16-year background in financial services, with the majority of that time spent at Charles Schwab & Co., Inc. as a Relationship Manager in the Private Client Group. In this role, Kelly built, retained and grew client relationships focused on wealth management and financial planning. After spending 10 years helping her family to grow and prosper, along with volunteering in the community, Kelly is returning to financial services. She brings her passion in helping families pursue confidence and well-being in their financial futures to Fusion Financial Group.
Kelly grew up in Michigan and received her bachelor’s from Eastern Michigan University. After college she spent five years in Chicago where she started her financial services career and met her husband of 21 years. They moved back to Michigan in 2000 and there had three children – Kennedy, Kiera and Kallen. They moved to Colorado in 2012 and love everything that this beautiful state has to offer. They enjoy going back to their lake cottage in Michigan to enjoy summer water time, as well as traveling and watching their kids’ many activities. Their oldest daughter, Kennedy, just began her first year of college at the University of Colorado, Boulder and they are enjoying being Buff fans!
Get to Know Kelly
Family
Husband Kurt, Kennedy (18), Kiera (14), and Kallen (10)
Outdoor Activity
Camping, lake time in Michigan, sports, and horses
Movie
Top Gun
Vacation
Anywhere that includes family, friends, and water
Education
Bachelor’s Degree in Science from Eastern Michigan University
Favorite Food
Steak and King Crab Legs
Hidden Talent
Mixology, I love making cocktails for family and friends
Bucket List
Ireland
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Your Financial Planning Team
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Keri Pugh, CFP®, AIF®
Founder & Financial AdvisorCoaching Focus: Thriving Families & Women
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