Throughout her nearly 30-year career, Kelly has had one guiding mission: helping clients use their wealth to create the lives they envision. In addition to crafting personalized plans designed to meet their distinct needs, Kelly takes a fully holistic approach to client service, helping assemble teams of professionals her clients can rely on, from CPAs and attorneys to real estate agents and mortgage specialists. “This gives my clients the comfort of knowing they’re addressing each important part of their life, allowing them to spend less time worrying and more time with their loved ones.” Once referred, Kelly ensures these professionals continue diligently working on her clients’ behalf. “I help ensure all of them are held accountable to care for my clients as much as I do.”

Straightforward and sincere, Kelly makes it a point to engage in thoughtful conversations with her clients, distilling confusing financial jargon and helping them feel informed and empowered. That’s just one of the many reasons why clients from all walks of life – from individual investors seeking to grow their assets to families, business owners and retirees – turn to Kelly for financial guidance. “I’m my clients’ quarterback,” she says. “I love getting to know them, gathering the information I need to figure out a game plan, and then executing the plan.” To develop these tailor-made plans, Kelly draws from a variety of strategies and products, including stocks, bonds, mutual funds, managed accounts, annuities, life insurance and long-term care insurance.

A graduate of the University of Maryland, Kelly first accepted the role of advisor in 1992. Two years later, she joined Raymond James, a firm that’s been her home ever since. “Raymond James has always given me the freedom to address my clients’ distinct needs, all while delivering the strength of a phenomenal, ethical company with all of the resources I could possibly need as an advisor.”

Kelly makes her home in Littleton, Colorado, with her husband, Gregg; their two children, Zach and Rachel; her dog, Buddy; and her horse, Lola. She has been a multi-sport athlete throughout her life – from lacrosse, field hockey, basketball, tennis and golf to skiing and equestrian show jumping. She previously served as administrator and longtime coach of Littleton Thunder Girls Lacrosse and as vice president of the Colorado Girls Lacrosse Association.

A long time horse owner and show jumper, Kelly understands first hand all that we do to provide the best possible care for our horses as our trusted partners and four legged family members. We need to prepare for what happens to them if they outlive us. Kelly can help you put together a plan if you are no longer here for them to ensure they are cared for, paid for, and live the way you want them to even if you are gone.