Kelly Small

Kelly Small

Client Service Associate

Meet Your Client Service Associate

Kelly Small started with Altus Wealth Group in 2018 as a Client Service Associate. Blending her skills of serving people and organization, Kelly provides solutions quickly for clients. Her passion for excellence is a rare find in customer service today. Kelly will graduate from the University of Colorado in 2019 with a BA in Psychology and a minor in Economics. An Illinois native, Kelly has lived in Colorado Springs since 1995, with several years spent in Texas, Massachusetts, Washington, and Steamboat Springs. She and her husband Peter have two children, Riley and Decklan, and like to mountain bike, hike, and camp as often as possible.

 

 

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Toll-Free:

    (888) 614-3577

  • E-Mail:
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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC,
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Purshe Kaplan Sterling Investments and Altus Wealth Group, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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