Kimberlee Kelso, known to friends, colleagues and clients as "Kelso", joins the Ostenberg Wealth Management Team as a seasoned professional with over 15 years of diverse industry experience in operations and white-glove client experience management. Her extensive background includes key roles such as Account Manager for the A’s and EA/Marketing Coordinator for Summit Financial Group, where she excelled in providing high-level customer service and overseeing a wide range of operational functions for high performance financial teams.
Kelso honed her operational and management skills, along with her superb attention to detail, during her tenure as a Loan Processor for the Golden State Mortgage Group and a as remote Executive Assistant at Handled, where she managed projects for remote clients that included a Series A Software Startup. Kelso's journey also includes serving as the Director of Operations at TierOne Financial and Director of Marketing for the Golden Baseball League.
A Bay Area native and Arizona State University alumna, Kelso resides in El Dorado Hills with her two boys, Hudson and Beckett (named after MLB pitchers!), and their dog, Tank, sometimes referred to as the most well behaved member of the family.
When not taking care of clients, Kelso enjoys attending sporting events and concerts, boating on Folsom Lake, brunch, road trips, the 49ers, sushi, Pinot Noir, coffee, naps and peanut butter M&Ms. Things she isn’t terribly crazy about include: tomatoes, picking a restaurant, doing laundry, running, and Joe Buck.