Valeo Financial Advisors LLC
Kelly Newman has over a decade of experience in financial operations and administrative support. Currently serving as an Executive Operations Assistant at Valeo Financial Advisors LLC since August 2020, Kelly has previously held positions including Sr. Administrative Service Associate at Indie Asset Partners, LLC from April 2017 to January 2020, and Operations Specialist & Investment Assistant at Bedel Financial Consulting, Inc. from October 2011 to March 2017, where the firm has been providing financial clarity for over twenty-five years. Additionally, Kelly worked as a Wealth Advisory Operations Specialist at Dunbar, Cook & Shepard, P.C. (VonLehman & Company Inc.) from April 2009 to October 2010. Education was pursued at Indiana University Indianapolis from 1988 to 1996.