Kelly Grogan

Administrative Assistant

Kelly Grogan began her career in financial services in 1998, specializing in operations and investment client servicing at Keokuk Savings Bank. Since the founding of Private Wealth Management, she has been an integral part of the firm, providing invaluable expertise in client relations and daily operational management.

As the primary point of contact for clients, Kelly is known for her professionalism, organization, and approachable nature. She oversees workflows, manages staff training, and ensures compliance with industry standards, all while maintaining the firm’s commitment to accuracy, integrity, and exceptional client service.

With a strong background in business administration and nearly three decades of experience, Kelly plays an essential role in ensuring every client interaction is seamless, informed, and handled with care.