Kelly graduated with honors from the University of Michigan-Dearborn with a BBA in Finance and Management. She has been working in the financial industry since 1999. She began her career as an equity analyst, researching the consumer staples and biotech sectors. Kelly had a desire to work more closely with individuals and decided to become a financial advisor in 2005. As an advisor, she prides herself on taking a holistic approach. Working with her clients to help them meet their financial goals, by looking at the entire financial picture, not just their investments. Kelly is married with a son. She has lived in Michigan all of her life and currently resides in West Bloomfield.

PROFESSIONAL DESIGNATIONS:

Kelly is a CERTIFIED FINANCIAL PLANNER™ (CFP^®). The CFP^® certification is a standard of distinction within the financial planning industry. CFP^® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests.

Kelly is a Certified Divorce Financial Analyst™ (CDFA^®). A CDFA^® professional is a financial professional who analyzes data and provides advice on the financial issues of divorce. The role of the CDFA^® professional is to assist the client to understand how the financial decisions he or she makes today will impact the client’s financial future.

Kelly is also a Certified Plan Fiduciary Advisor (CPFA). CPFA plan advisors work with retirement plans and act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.