Kelly MeyersClient Services Manager

Kelly Meyers

Kelly Meyers is a Client Services Manager with Fusion Financial Group, a financial planning firm and fiduciary 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 peace of mind 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

Family

Husband Kurt, Kennedy (18), Kiera (14), and Kallen (10)

Outdoor Activity

Outdoor Activity

Camping, lake time in Michigan, sports, and horses

Movie

Movie

Top Gun

Vacation

Vacation

Anywhere that includes family, friends, and water

Education

Education

Bachelor’s Degree in Science from Eastern Michigan University

Favorite Food

Favorite Food

Steak and King Crab Legs

Hidden Talent

Hidden Talent

Mixology, I love making cocktails for family and friends

Bucket List

Bucket List

Ireland

contact details

303-388-2466 x4
10488 W. Centennial Rd., Ste 406, Littleton, CO 80127

Social Profiles

Your Coaches