Kelly is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of financial services industry experience. He has the knowledge, skills, and access to the resources you need to help you arrive at more informed financial decisions.
Prior to becoming a financial advisor, Kelly served for about twelve years in the retail banking industry, where he advised clients on a wide range of relevant financial planning issues while serving as a Regional Sales Manager and as a Divisional Director. He also sharpened his small business skills for five years as the National Sales and Marketing Director for a local engineering and manufacturing company in northern IL.
These important "career building opportunities" provide meaningful insight into the diverse challenges facing his valued clients, as well as a keen appreciation of those things most important to them. This experience translates into a broader understanding of the industry, and ultimately to a more informed financial planning experience for you.
By combining his genuine desire to help others with a solid understanding of the financial planning and wealth management process, Kelly has been able to accomplish several personal and professional goals. And the privilege to give back to his community.
Today Kelly and his wife Velvet volunteer their time and resources to several local community organizations. Kelly's personal commitment to "service above self" has earned him the prestigious “President of the United States Volunteer Service Award” four times.
When he does take time for himself, Kelly enjoys traveling, spending time outdoors, archery hunting, and time with family and friends.
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.