Kelli Menard

Kelli Menard is an Osaic Institutions Investment Executive and Assistant Vice President at Ion Bank with over 7 years in the experience in the financial industry. She values her client relationships and takes an active approach in educating clients on the value of investing, while also keeping her clients focused and informed. Whether you seek to retire, amass wealth, preserve assets, or leave a legacy, Kelli will be there to guide you along the way. Kelli enjoys spending time with her family, going on hikes with her dogs and weekend trips to Maine.