Kelli Handsman serves as the Client Services Associate at Foundry Financial. Organized, proactive, and relationship-oriented, Kelli works closely with Jeannette to maintain the firm’s high standards of efficiency and care. She is dedicated to executing workflows and ensuring client interactions are handled with professionalism and warmth.
Kelli’s background is rooted in both data and people. Before joining the Foundry team, she spent four years in higher education, working right at the intersection of data and relationship-building. She holds a B.A. from Davidson College and an M.A. from Appalachian State University, bringing a strong analytical perspective to her role.
Kelli lives in the Greater Charlotte, North Carolina area. In her downtime, she enjoys exercising, reading, baking treats for friends, and spending time with her family, especially her two adorable nephews.
From the moment I started at Foundry Financial in early 2026, I felt a strong sense of connection. It is an environment that encourages personal growth while giving people the opportunity to make a real difference. Working alongside our team to connect clients with their advisors is something I take immense pride in. From managing account paperwork to providing clear, proactive updates, I am here to ensure our clients feel fully supported at every step.
By combining natural organization with a genuine love for building relationships, I am dedicated to upholding Foundry Financial’s high standards of care, reliability and responsiveness so every client knows they are in great hands.
