Kelli Cruz

Kelli Cruz brings more than 20 years of experience to her role as the founder of Cruz Consulting Group (CCG), working closely with advisory firm owners and executives of financial services institutions.  Kelli is a frequent speaker at national industry conferences and a thought leader on human capital & succession topics.  Before starting CCG, she oversaw the Moss Adams research studies for InvestmentNews.  She also worked as a director for Schwab Advisor Services.