Kelli Aggerbeck, CFP®

BACKGROUND & EXPERTISE
Kelli joined Pillar in 2011 and is an Associate Wealth Management Representative. She has an extensive background in financial services which includes working as a registered representative at Freeman Welwood and on the trading floor at Washington Mutual Capital Markets. Kelli is responsible for investing and rebalancing client accounts, investment related service requests and opening accounts.

PROFESSIONAL APPROACH
Kelli enjoys helping clients achieve their financial goals and takes pride in providing excellent client service.

PERSONAL FULFILLMENT
Kelli grew up in the Seattle area and loves the Seahawks. She enjoys spending time with family and friends, hiking with her dogs, and participating in agility with her Border Collie.

EDUCATION & CREDENTIALS
University of Washington, Seattle, WA - BA
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Series 7, 63, and 65

Kelli is a registered administrative assistant with Cetera Advisors LLC, member FINRA/SIPC.  Cetera is under separate ownership from any other named entity.