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Kelley Espinosa

Client Coordinator

Strengths:

  • InputPeople especially talented in the Input theme have a need to collect and archive. They may collect information, ideas, history, or even relationships.
  • LearnerPeople especially talented in the Learner theme have a great desire to learn and want to continuously improve. In particular, the process of learning, rather than the outcome, excites them.
  • CommunicationPeople especially talented in the Communication theme generally find it easy to put their thoughts into words. They are good conversationalists and presenters.
  • IndividualizationPeople especially talented in the Individualization theme are intrigued with the unique qualities of each person. They have a gift for figuring out how people who are different can work together productively.
  • DisciplinePeople especially talented in the Discipline theme enjoy routine and structure. Their world is best described by the order they create.

Professional Experience

Kelley joined Resource Consulting Group in February of 2015 as a part- time receptionist. She has ten years of client service experience in the financial services industry and has held the Series 7, 9/10 and 63 licenses as a registered stock broker. Her previous employers included Charles Schwab, CNL and Fidelity Investments.

Kelley is originally from the Boston area and graduated with a Bachelor of Science degree from Florida Southern College.

In her spare time, Kelley enjoys running, fitness and spending time with her family, including volunteering at her son’s school.

Personal Thoughts

One of the most joyous times in my life also occurred during one of the most difficult times. Shortly after my husband and I learned we were expecting our son, my father was diagnosed with terminal cancer and given only a few months to live. Although I was heavy hearted that my father would never meet our son, it was merciful that he did not suffer long.

My son was born several months after my father passed away. The moment I met him, I felt tremendous joy and unconditional love. From the beginning of my pregnancy, I planned to go back to work after maternity leave not wanting to lose the financial licenses and career I had worked so hard to obtain. However, after seeing my father’s life cut so short, I had an overwhelming desire to take a break from my career to spend time with our newborn son. I was so thankful for this precious gift. My son taught me the importance of kindness and patience: values I still live by today.

Once my son entered kindergarten, I finally felt it was time to get back into the workforce. RCG allowed me the perfect transition. Their dedication to work/life balance has afforded me the opportunity to work while still being able to dedicate most of my time to my family. Working at RCG has been a wonderful addition to my life. I look forward to the next chapter!