With 30+ years of experience in the financial industry, Kelly provides top-level service to clients. She previously worked with an independent Raymond James branch in Fort Myers, FL, and for Wells Fargo Asset Management and Strong Investments. She holds Series 7, 24, 65, and 63 FINRA licenses, and is also licensed by the State of Georgia Department of Insurance for Life, Variable Annuity, and Health Insurance.

A graduate of the University of Wisconsin-Whitewater, Kelly is a native of Milwaukee, Wisconsin. She and her husband, Charlie, moved to the Chattanooga area in 2024. They have three adult children who reside in Chattanooga and Nashville. She enjoys spending time with family (including their first grandchild), hiking, attending concerts and shows, and trying new restaurants.

Kelly is passionate about helping clients. She takes the time to understand their individual needs and circumstances and is committed to providing the highest level of service.