ABOUT US
Kelly graduated from Northern Kentucky University with a degree in Public Relations. She previously enjoyed a career in marketing and event planning before transitioning into the financial services industry. Kelly holds her Series 7 and 63 registrations. She is passionate about people and brings over eight years of customer service experience to the practice. A Cincinnati native, she grew up and resides in Anderson Township. Some of her interests include cooking and traveling.
OUR TEAM
We’ve dedicated our careers to delivering personalized investment planning services that our clients and their families deserve.
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals