Vice President Trust Business Development, Senior Relationship Manager
Kelly Schwabacher is Vice President for Trust Business Development and a Senior Relationship Manager for AAFMAA Wealth Management & Trust (AWM&T) in Dayton, Ohio. She helps her clients identify and reach their financial goals by implementing customized planning strategies, educating them about trust services, and ensuring trusts are administered with the care and attention our Members deserve. Kelly has more than 15 years of wealth management experience including estate and trust administration, estate planning, and fiduciary compliance. Before transitioning to a career in wealth management, she was an estate planning and probate paralegal and employee benefits manager. As an Air Force spouse of two decades, Kelly joined AWM&T to promote financial independence for the military community. She has a B.A. from George Mason University, A.A.S. in Paralegal Studies from Sinclair Community College, and Master of Accounting & Financial Management from DeVry University Keller Graduate School of Management. She has also earned the Certified Fiduciary & Investment Specialist (CFIRS®), Certified Employee Benefits Specialist (CEBS®) and Compensation Management Specialist (CMS) designations and has attended American Bankers Association Graduate Trust School.