Practice Areas

Banking & Finance
Business
Real Estate

Practice Summary

Kelley has seen the financial services industry from all angles: she worked on the regulatory side at the Oregon Department of Justice in the Consumer Protection & Financial Fraud Division, the internal and operational side with Wells Fargo, and now the advisor side as a regulatory compliance attorney.

This broad hands-on experience allows Kelley to understand client needs and provide concrete advice to financial service providers regarding regulatory, compliance, and operational matters.
 
The ever-changing regulatory atmosphere presents challenges for clients and opportunities to pro-actively assist them. Kelley maintains an in-depth understanding of issues affecting financial institutions, and provides timely compliance guidance to credit unions, banks, other financial service providers.
 
While Kelley focuses her practice in the financial services sector, she also represents small- and mid-size businesses with corporate compliance and operations, including entity formation, corporate governance, due diligence, commercial transactions, and real estate issues.

Representative Matters

Financial Services
  • Regulatory compliance
  • Vendor management and contract negotiation
  • Consumer and commercial lending
  • Advertising compliance
  • Creditors' rights
  • Credit union mergers
  • Trusts, estates, fiduciary matters
Corporate and General Business
  • Entity formation and re-organization
  • Commercial transactions
  • Transitioning of businesses
  • Commercial financing
  • Tax and regulatory compliance
Real Estate
  • Purchase and sale transactions
  • Lease transactions
  • Loan documentation
  • Due diligence

Education

Willamette University College of Law (J.D. cum laude, 2013)
Eastern Oregon University (B.S. Business Administration, 2009)

Admissions

Oregon State Bar
California State Bar

Associations

Multnomah Bar Association
Consumer Financial Services Committee, American Bar Association
Business Law Section, American Bar Association

Speaking Engagements

Kelley frequently presents at seminars and training sessions on financial services regulatory compliance topics.