Associate Director, Wealth Advisor
Kelli Hengel began working in the financial services industry during high school. She enjoyed the customer service aspect along with assisting clients in overseeing their finances. Kelli chose a career in financial planning and wealth management after receiving her BS in Finance from Winona State University in 2010. She has also earned a Certificate in Financial Planning from the University of St. Thomas. As a Senior Associate on the client advisory team, Kelli works with lead client advisors on the varying facets of financial planning needs for Cresset’s clients. Her peers describe her as confident, thoughtful and respectful.