Kelly delights in serving and empowering her clients. She takes a holistic approach to financial advising and her clients’ openness allows her to develop close and lasting relationships.

As a woman who started over after a divorce, she understands that money impacts nearly every aspect of life. Financial decisions have long-lasting effects, and unforeseen events create unique hurdles. Knowing her clients’ unique and individual needs, she is able to help them identify their personal and professional goals. She then works with them to create a plan to achieve those goals. Kelly provides investment advice and asset management consistent with her clients’ expectations so that they are free to pursue their interests and live their lives with confidence.

Kelly has over 15 years of experience in the financial services industry. Before joining Raymond James in August 2020, Kelly was a Registered Client Associate at WHF Wealth Management, a Financial Advisor at Soltis Investment Advisors and Financial Advisor at Presidio Wealth Management. She earned a bachelor’s degree in business from Westminster College of Salt Lake City.

Kelly is active in her community. She serves on the Board of the South Jordan Arts Council and the Utah Watercolor Society. She is a Utah native with a grown son, daughter-in-law, and granddaughter. In her free time, Kelly enjoys painting, playing violin, rock climbing, kayaking and reading.

Raymond James is not affiliated with the above organizations and/or charitable causes.