Staying motivated while studying for the SIE
Kellie Tillotson, an investment operations associate at Freedom Wealth Advisors, shares her insights on preparing for and passing the SIE while balancing professional and familial responsibilities.


Investment Operations Associate at Freedom Wealth Advisors
Kellie has been in the industry since 2018, beginning as an insurance specialist. She currently serves clients in the wealth management space, where she leverages her skills to provide an exceptional client onboarding experience. She is based in Ames, Iowa.