Kelly Windorski

Chief Financial Officer

Professional Overview

Kelly Windorski is a seasoned financial executive with extensive experience in strategic transformation, risk management, and financial optimization. As the Chief Financial Officer at Wealth Enhancement Group, she leverages her expertise in treasury operations, capital and liquidity management, and financial due diligence to drive sustainable growth and operational excellence.

Experience Summary

Current Role

As the Chief Financial Officer at Wealth Enhancement Group, Kelly is responsible for overseeing the firm's financial operations, capital allocation, and risk management strategies. She plays a key role in the organization's strategic transformation initiatives, ensuring financial resilience and optimizing performance to support the company's long-term success.

In addition to her role at Wealth Enhancement Group, Kelly is a Co-Founder and Managing Director at New Paradigm Group LLC, where she provides financial, operational, and management consulting services to clients across various industries.

Career Progression

Prior to her current positions, Kelly held several leadership roles at Ameriprise Financial Services, Inc. and Securities America, Inc. As the VP, Assistant Treasurer at Ameriprise, she was instrumental in optimizing treasury operations, capital and liquidity management, and enterprise-wide risk mitigation. In her role as Chief Financial Officer at Securities America, Inc., she led the firm's strategic transformation, implemented robust risk management frameworks, and conducted financial due diligence to support mergers and acquisitions.

Throughout her career, Kelly has demonstrated a strong track record of driving business growth, enhancing operational efficiency, and delivering measurable financial results.

Academic Background

Kelly holds a Bachelor of Science degree in Accounting and Finance from the University of Minnesota, where she graduated with distinction.

Areas of Expertise

• Strategic financial planning and execution

• Treasury operations and capital optimization

• Risk management and regulatory compliance

• Financial transformation and business integration

• Mergers, acquisitions, and due diligence

• Financial reporting and analysis

• Project management and cross-functional leadership

Professional Impact

Kelly has played a pivotal role in numerous strategic initiatives, including the successful integration of a $3.5 billion acquisition at Ameriprise Financial and the implementation of a comprehensive risk management framework at Securities America, Inc. Her contributions have directly contributed to enhanced financial performance, improved operational efficiency, and greater organizational resilience.

Conclusion

With her extensive experience, deep financial expertise, and proven track record of delivering sustainable results, Kelly is well-positioned to continue driving the financial and operational success of Wealth Enhancement Group and its clients. Her commitment to innovation, risk mitigation, and value creation makes her a valuable asset to the organizations she serves.