Kelly Carter

Producer

Kelly joined Heritage Companies in 2007 to provide more opportunities for clients. She has 25+ years of experience in the industry; consulting with employers to improve benefits to help attract and retain employees in a challenging workforce. Kelly specializes in ensuring that her client’s employees are educated and able to use benefits wisely. Additionally, she provides valuable guidance to safeguard that their plans are in compliance, running smoothly, and meeting budget objectives. Her goal is to build trust with clients and partner in helping their business grow. As a business owner herself, Kelly is personally aware of the challenges business owners face. Kelly is an expert in working with many local not-for-profits and stands out as being involved with their fundraising efforts and supporting their goals. Kelly resided in Lee’s Summit, Missouri for over 19 years and recently moved to Lake Winnebago where she enjoys the beautiful sunsets. She is actively involved in the school and community.