Black and white photo of a woman with long hair, smiling, wearing a dark top with a graphic design, standing against a light background.

Kelly Tuttle

Paraplanner

EMAIL: k.tuttle@asendowealth.com

Kelly works closely with advisers to analyze client information, prepare and update financial plans, and manage account maintenance activities that help clients stay on track toward their financial goals.

EDUCATION AND QUALIFICATIONS

  • Bachelor’s degree in finance, Indiana Wesleyan University

COMMUNITY PARTICIPATION

  • I’m a member of Heath Church of Christ, where I volunteer in children, youth and worship ministries.

Q&A

What inspired you to pursue this profession?

In college, I sought a career path that would combine my goal of helping people with my love of analytics/math. I originally pursued a major in psychology, but an adviser suggested I take a personal financial planning class because they thought it may have been a better fit. They were right!

What part of your work gives you the most satisfaction?

I enjoy supporting our clients in achieving their goals. I love partnering with people, learning about their lives and what is most important to them, and then getting to be a part of the process to help them attain their life goals.

What do you enjoy doing outside of work?

I love spending quality time with my family and friends and being involved at our church.  I also enjoy going on walks or visiting local parks and chatting with friends while we explore.

What's your favorite local restaurant?

Louie’s Pizza in Newark, Ohio. Louie’s is a family-owned pizza shop owned by a wonderful couple who have made the pizzas themselves for over 65 years. The quality has remained consistent since I was a kid and now my kids love it just as much as I always have!

What is something on your bucket list?

Seeing a favorite band at Red Rocks Amphitheater in Colorado – the only naturally-occurring, acoustically perfect amphitheater in the world. I love outdoor concerts and I love being in nature, so I can’t imagine how amazing an experience it would be to see one of my favorite bands in the best outdoor venue there is.   

What’s your go-to coffee order?

Iced chocolate/caramel latte or a hot vanilla latte

 

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