Kelly has enjoyed guiding clients as an independent advisor for the past 28 years, achieving her CERTIFIED FINANCIAL PLANNER® (CFP) designation 16 years ago.  Kelly uses her knowledge and experience to help clients identify their financial goals and insurance needs and build a plan that will guide them through life’s hurdles while protecting them along the way.  Kelly enjoys creating and monitoring plans to help clients reach their goals and celebrate their successes.

Request an appointment