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. She has more than 5 years of experience in the financial services industry. Kelly holds the Series 7 and 63 registrations. She and her husband, Eric, live 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.