Kelly Pantel

Operations Manager

Office: 920-451-6800
Fax: 920-451-6807
E-mail:
 

Kelly joined the Financial Group in July 2021 as the Operations Manager.  Kelly comes with experience in the insurance industry as well as in IT. She is responsible for the day-to-day operations to keep The Financial Group running at its peak performance.

Her duties include but are not limited to: Overseeing and managing daily office functions, implementing software configurations to streamline and optimize business processes, researching, scheduling client appointments, preparing for client meetings, and providing advisor support for various tasks. The support she provides allows Greg Casper to do what he does best; deliver a high level of service to clients while looking out for their financial future.

 

Kelly Pantel is not registered with Woodbury Financial Services, Inc.

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Check the background of this financial professional on FINRA's BrokerCheck