Kelly Gosiewski
Client Service
T: (888) 998-4796 x704
E: clientservice@springwaterwealth.com
Background
Growing up in Akron, Ohio, my first exposure working with financial advisors and their clients was in my family’s business at the age of 10 years old.
I enjoyed working in the business until I graduated from the University of Akron with a B.A. in Psychology and went on to serve 11 years as an officer in the U.S. Army.
After returning home I worked as a director of Administration for a small manufacturing company for five years until deciding to return to my roots in the family business, where I was an account manager supporting financial advisors with their back-office needs.
My experience has given me a diverse background in operations, accounting, benefits administration, record keeping and client service, which made for an easy transition into working with Springwater Wealth.
Today, I enjoy assisting Jim and Terry, and servicing their clients, by navigating the paperwork maze of setting up and managing their accounts and much more.
When I’m not in the office I enjoy spending time with my family, embarking on creative adventures or brandishing my culinary skills with friends. I’m rarely without a good cup of coffee, and can usually be found reading a good book and living the dance mom life at the local studio.
Schedule a Free Consultation Today.
OUR ADDRESS
5335 Meadows Road, Suite 240
Lake Oswego, OR 97035
OUR PHONE
(888) 998-4796
OUR EMAIL
questions@springwaterwealth.com
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