Professional

Mrs. Smith serves as a dual-role Executive Assistant to the CEO, Tony Hixon, and also supports Partner, Chief Compliance Officer, Director of Wealth Management, Josh Robb, of Hixon Zuercher Capital Management. As an Executive Assistant, she provides comprehensive daily administrative support, allowing the Executives to focus on development and strategies to reach the firms goals.

She is the liaison between the executive team and various departments across the firm, fostering seamless communication and alignment. She is responsible for maintaining efficient organizational systems and streamlining processes to optimize our Executive’s workflow and productivity.

Experience

For over a decade, Kelli has been a noteworthy administrative professional supporting all levels of leadership. Kelli is an experienced Administrative Assistant, Office Administrator and Event Manager. Driven by her high-energy, she takes pride in providing eminent support to the team. As an Executive Assistant, her goals include enhancing leadership efficiency and aiding in evolving our firm’s business processes. Her favorite part of the job is alleviating everyday responsibilities and proactively addressing the demands of the CEO & CCO.

In addition to her primary job functions, Kelli has been recognized for her willingness to go above and beyond. Kelli is committed to success, and she is an impactful contributor to the firm.

Education

University of Findlay – Marketing Major: Public Relations – Communications Emphasis (2006-2008)

Community Involvement

  • 2021-2022 Member of Planning Committee, Camp FUN, Hancock County Board of Alcohol, Drug Addiction & Mental Health Services (ADAMHS)
  • 2023-2024 Board Member, McComb Elementary PTO

Personal

Kelli resides in McComb with her husband, Kyle, and her sons, Cameron and Kellon. She keeps busy as a boy mom and is active with their involvement in year-round sports. Kelli is passionate about journaling and as a lifelong learner enjoys reading. She likes shopping, traveling and fills her time with family, friends and fitness.

Contact Kelli