Before joining Moneytree, Kelly Kass developed a strong foundation as a writer and researcher, with a master’s degree in history and years of experience learning new topics quickly as a marketer.
At Moneytree, her work centers on listening to advisors, capturing their real experiences, and making sure their voices are reflected clearly and authentically. Kelly brings curiosity, empathy, and care to everything she writes.
Outside of work, she’s a devoted Chicago Bears fan, proving that loyalty is a core part of who she is.
You’ve been with Moneytree for about a year now. How would you describe your experience so far?
Since joining Moneytree in March, I’ve focused on helping advisors find exactly what they need on our website. I enjoy making sure people can easily find the information they need to make decisions for their advising business.
That’s included optimizing pages for SEO, writing helpful blogs, and building Moneytree’s digital presence in the fintech landscape. Above all, my goal is to make sure that advisors relate to the Moneytree brand and that the Moneytree brand relates to advisors. They are the ones on the front lines making client lives better. Their stories are critical to telling our story.
What has been your favorite part of the job?
The people — my team is amazing, and everyone has been so welcoming. I also genuinely enjoy talking to advisors. Hearing what they love about Moneytree, as well as the areas where we can improve, is really rewarding.
Doing case studies that highlight how Moneytree helps advisors deliver better service for their clients is one of my favorite things. I enjoy knowing that we are helping advisors succeed, and that, in return they are helping everyday people get to retirement successfully.
You have a reputation in the office for learning fast and for your ability to communicate complex topics. How do you do it?
My background is in history, and I have a master’s degree from Northern Illinois University. Go Huskies!
I spent years doing deep research, digging through archives, analyzing old newspapers, and writing extensively — including a 100-page thesis that now sits in the university library.
Those academic habits taught me how to gather information fast, make sense of it, and communicate it clearly. Even as a kid, I loved writing, reading, and keeping journals. Teaching helped me recognize that writing was really where I belonged, which led me into digital marketing.
So now, when I’m handed a new topic, all that research training kicks in. I can absorb information quickly. It’s the nerd in me, the bookworm in me. And that’s what helps me get up to speed within a day.
Outside of work, you’re a huge sports fan — especially when it comes to the Chicago Bears. What was the best and worst day of your Bears fandom?
Football is my number one sport. I’m obsessed. I watch every game. I’m in fantasy leagues, and I live on NFL Red Zone.
The high point and low point of my fandom both happened in the same season, 2018, Matt Nagy’s first year. He won Coach of the Year, the trick plays were awesome, and the Bears made it to the NFC Championship.
And then…the notorious “Double Doink.” (When kicker Cody Parker bounced what would have been a game-winning field goal off both uprights.)
We would have been in the Super Bowl.
Chicago sports fans are renowned for their suffering, how do you keep hope alive?
It’s the payoff. Take the Cubs in 2016. I mean, they hadn’t won in 101 years, and when they finally did, all that heartache was worth it to taste victory. You have to be loyal. If you don’t have loyalty, what do you have?
There’s always a chance. But you have to stick with your team through thick and thin to get that reward.
Any parting words?
GO BEARS!
