Kelly serves clients by helping them achieve their financial goals through comprehensive financial planning and asset management. Kelly enjoys providing clarity to her clients’ current financial situations and discussing strategies that are focused on their long-term goals. Her areas of focus include investment allocation, retirement income planning, estate planning and debt management.
Kelly attended the University of Georgia, and graduated summa cum laude with a degree in financial planning. She is a Certified Financial Planner™ professional and holds Series 7 and 66 licenses.
Kelly and her husband, Art, live in Marietta and attend Transfiguration Catholic Church. In her spare time, Kelly enjoys spending time with her family, playing guitar and hiking outdoors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.