Kelly Blue

Wealth Management Assistant
715-343-9600

During my career in the financial industry, I was a Sales and Service Manager for a year at a bank in Central Wisconsin. I was promoted to Branch Manager at that branch and held that position for over two years. I was also an Assistant Manager and Branch Manager at two separate banks in Central Wisconsin for four years. During my career I have always been an active member of the local community, Chamber and Business Councils. I discovered I have a huge passion for helping people and assisting with financial advice for their lives during my tenure at the banks. Seeing clients progress through their financial journey, from the challenges, the good fortune, and the unexpected through watching them accomplish their financial goals, gives me an incredible sense of pride.

I was born and raised in Central Wisconsin and have lived here all my life. I am very proud to live in Stevens Point with my Husband, raise our children here, and work in a very pay it forward community. I couldn’t think of a better place to call home or invest myself in both professionally and personally. I have had the opportunity to build relationships with some amazing and accomplished people in the community, and I am excited to continue that adventure and passion as part of the Schulfer & Associates Wealth Management team.