Kelly Villagrana serves in a Senior Client Service Associate role at Ulrich Investment Consultants. Kelly’s goal is to provide reliable, accurate, and timely support to the advisory team by facilitating client-related tasks. Kelly strives to build trusted relationships and to be an outstanding communicator. 

Kelly has over 23 years in the Financial Services Industry. She started her career at A.G. Edwards & Sons in 1999, working her way up through the ranks of receptionist, cashier, and wire operator. In 2003, she earned her series 7 and 66 and began working as a Registered Financial Assistant on both the retail and institutional side. She was then promoted to Assistant to the Regional Manager. In 2007, she was recruited by an LPL Financial CFP and worked for 15 years as his Registered Financial Assistant and Office Manager. In this role, Kelly’s primary focus was serving high-net-worth families, adapting procedural systems, and maintaining compliance records.

Kelly is married to a Graphic Designer, Eduardo. They are the proud parents of a daughter Ava, dogs Minnie and Truffles, and a cat named Carmen.  Kelly enjoys going to the beach, camping, and hanging out with friends and family.