Kelly A. Richert

Managing Director

J.D., MBA, CFP®

Kelly Richert is energized by finding creative ways to assist individuals and their families in meeting their financial goals. With more than 25 years of financial services industry experience, Kelly brings a broad and comprehensive wealth management experience to CFG. Prior to joining CFG in 2021, she was an Executive Vice President-Family Office Advisor with Parkside Financial Bank & Trust, where she led the Corporate Trustee Services team and served wealth management clients since 2007.

Kelly started her career holding financial positions at Edward Jones and GE Capital. Later she held various roles in wealth management support, operations, compliance, and relationship management at Enterprise Bank & Trust. Prior to Parkside Financial Bank & Trust, she was Executive Vice President and Director of Wealth Management at HM Capital Management, where she worked directly with financial planning clients and assisted with compliance.

Kelly graduated from the University of Missouri Columbia and obtained her Juris Doctorate and MBA from Saint Louis University. Kelly's desire to put the needs of her clients above all else drew her to CFG. Their unbiased approach to investment management appealed to her commitment to offering complete transparency to clients. Having the ability to continue offering a broad platform of financial planning services, including tax, retirement, insurance, and estate planning, at CFG made it a clear match for her and her clients.

When she isn't in the office, Kelly enjoys serving the community, reading, and spending time outdoors with her family.

(314) 446-3251