Client Service Specialist
(616) 682-4604 ext. 105
kmclellan@pathwayfd.com
Kelly McLellan
Kelly McLellan has seven years of experience as an administrative assistant supporting our tax, accounting, and financial investment specialists at both Pathway Financial Design as well as HBW Partners Tax Services LLC. “Pathway Financial is a one-stop-shop for all your financial needs, from taxes to retirement planning, and investments to insurance. We have a team of professionals that really cares about you as a person,” she says.
”I really like listening to people explain their financial objectives, and being part the process of helping clients reach their life goals."
— Kelly McLellan
Kelly continues, “I most enjoy watching the stress melt away as they know that a member of our team is walking alongside them to help them with all their financial needs.”
Kelly attended Grand Rapids Baptist College (now Cornerstone University) and Davenport University, and after graduating with an AAS (Associate of Applied Science) degree in general studies, she worked for more than 30 years as a systems support specialist and analyst in the healthcare industry before switching gears and joining our firm.
A native of West Michigan, Kelly graduated from Rockford High School and remains very active in her community. She is a member of the Rotary Club of Rockford, a member of the Rockford High School Interact Club, an advisor and district interact chair to Rotary International District 6290, and a volunteer for Kids Food Basket in Grand Rapids. She is a volunteer freelance contributor for the Rockford Squire newspaper. “I enjoy working together with others in our community to make life brighter for everyone we serve. Rotary’s motto of ‘Service Above Self’ sums up the joy I feel for giving back to others,” Kelly says.
Kelly lives in Rockford with her husband, Guy, and the couple has two grown children, Sarah and Sean. In her free time, she enjoys traveling, camping, hiking, geocaching, photography, music, reading, and writing.
