Lead Case Designer
Kelly graduated from Wichita State University in 2013 where he studied aerospace engineering and accounting and finished with a bachelor's degree in Management Information Systems and received a minor in Finance. While going to school full time, being the passionate racing enthusiast he is, he juggled working full time at a national auto parts retailer and worked his way into managing a local store for them by graduation.
Kelly joined the team following his graduation and immediately leveraged his fin-tech education working as a Case Designer. Using his background with advanced analytics and technology, his responsibilities now include doing portfolio, account, and investment fund analysis as part of NoxNumis’ case design process. He’s also developed many of the analytical and evaluative processes used when the Private Wealth Managers produces comprehensive financial plans across the disciplines of investments, cash flows, estate and succession planning and insurance.
As one of only two lead case designers on the NoxNumis team, he also handles the responsibility of managing the operational workflow for half of the private wealth managers at NoxNumis. Over the years he’s become the go to guy for training and developing new case designers as our team has continued to grow to meet the increasing demand for our services.
Outside work, you are likely to find Kelly and his wife Melissa following their favorite regional college and pro sports teams as well as spending time with their two rescue dogs, Anya & Toby. If you share his passion for racing, make sure to stop by the pits and say hi to him at the area’s top racetracks chasing his and his dad’s passion for racing.