As the Participant Engagement Consultant on the Finerty Retirement Team, Kelli Grelles has a passion for educating our clients and their employees about successfully planning for retirement. Kelli uses her background in training and development to design customized materials for each client with elements specific to the needs of their group. She understands that the world of finance and investments can be intimidating, and strives to present the subject matter in a manner that is uncomplicated and easy to digest.
Building on her B.A. in Human Resource Management, Kelli earned her Master’s degree in Human Resource Development from Webster University in 2013. Prior to joining Moneta Group in 2012, she worked in the Wealth Management Division of a bank and trust company, handling both investment accounts and a variety of trust accounts.
Outside the office, Kelli has a number of interests including running, cooking, crafting, and organic gardening. She is a voracious reader and enjoys learning about and tasting great wine. An active member of the community, Kelli is involved with local animal rescue organizations, has chaired programs to collect holiday gifts for children in need, and has volunteered with Rebuilding Together. Currently, Kelli is a “Big” in the Big Brothers Big Sisters program and loves planning activities with her “Little”!
- Professional in Human Resources
- SHRM Certified Professional
- SHRM – Lewis & Clark Chapter, Former Board Member
- Behavioral Financial Advisor™
- Series 65 licensed
- CHSA® – Certified Health Savings Adviser