Dorene Kelly serves as a Client Servicing Representative for Carlson Capital Management and also works with CCM Tax & Trust Administration to support all client servicing related to the tax compliance season. Dorene is one of the welcoming colleagues you will see when you visit our Hastings office and one of the voices you may hear when you call into the firm. She is responsible for hospitality, scheduling meetings and preparing materials for client meetings. Dorene also works with clients to assist with account openings, fund transfers and other account servicing needs.
Dorene joined CCM having more than thirty years of administrative experience--the majority of which was has been in the legal profession--primarily as a senior litigation legal assistant for large law firms in Kansas City, MO., and in Southern California. She relocated from Southern California to Minnesota in 2000. Upon moving to Minnesota and prior to joining CCM, Dorene was employed as a courtroom clerk for the 1st Judicial District, as well as a legal secretary for a law firm in Bloomington. Outside of work Dorene enjoys traveling and camping as well as helping her teenage son organize gigs for his classic rock band. Dorene is an Iowa native and now resides in Hastings with her husband, son, and two very furry dogs.