Kelly serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With over 14 years of experience in the financial planning and investment industry, Kelly offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, she worked as a Financial Consultant focusing on high net worth individuals for a major national brokerage firm. Having spent her entire career in the financial services industry, Kelly has developed an in-depth knowledge of serving clients through comprehensive wealth management.
She earned both a Bachelor of Science degree in Economics and a Master of Science degree in Economics from East Carolina University. She also earned a Master of Science degree in Personal Financial Planning from the College of Financial Planning, where she graduated with honors. Kelly is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards
Kelly and her husband Pat have two children, Emma and Nora. In her spare time, Kelly enjoys golfing, traveling, exploring new restaurants, hiking, kayaking, and spending time with her family.