Kelly was raised in Vancouver, Washington, where she graduated from Hudson’s Bay High School in 1992. She then went on to graduate from Washington State University with a Bachelor of Arts Degree in Finance, Personnel Psychology and Human Resources.
Kelly started her finance career in 1996 at an independent investment advisory firm, where she worked for 12 years prior to joining Delta Financial Group (now merged with City Fiduciary Group). Kelly specializes in the wealth management process including the development of investment strategy, asset allocation and investment manager due diligence. Additionally, she establishes plans for her clients focused in the areas of wealth transfer, retirement, investment, tax, risk management and estate planning.
In her spare time, she enjoys being active, cooking, exploring local restaurants and wineries, traveling and spending time with her family and friends.
I am excited to be a part of the Delta Financial Group and look forward to assisting our clients in achieving their goals.
Education:
Bachelor of Arts Degree in Finance, Personnel Psychology and Human Resources – Washington State University
Financial Paraplanner Qualified Professional® - College for Financial Planning
Certified Financial Planner® Certification Education Program - College for Financial Planning
National Social Security Consulting Advisor NSSA™ – National Social Security Association
Series 7 (General Securities)
Series 63 (Uniform Securities Agent State Law Examination)
Series 6 (Investment Company/Variable Contract Products)
Washington State Life and Health Insurance License