Kaelen Duda
Operations Associate
As a Operations Associate, Kaelen provides assistance in the preparation and maintenance of our client’s financial plans. He aids our teams with day-to-day file preparation that allows our advisors to be fully present with clients.
Away from work, Kaelen grew up in Grosse Pointe Farms, Michigan, but in 2023 graduated from the Central Michigan University with a Bachelor in Finance. He currently resides in Rochester where he enjoys spending time with his family and friends.
