Kelly is a coach and leader with a deep seeded passion for working with entrepreneurs. Her experience growing up in a first-generation family business has fueled her career, starting at the young age of 11. She worked in the production fields of her parents nursery, participated at tradeshows, and managed the accounting and backend office of her family’s business during her high school and college years.
She went on to double major in Horticulture and Business at Oregon State with an emphasis in Family Business Management and Entrepreneurship. She came back after college to help run the family business, but after a few years, had the itch to get some outside experience. Kelly has managed the market expansion for one of Verizon’s largest Premium Retailers, opening over 75 locations along the east coast. She’s lead a national pilot program with Verizon and Staples, launching 90 test locations from San Diego to Vermont.
She helped build a private label partnership between Columbia Green Technologies, a small green tech company out of Portland, Oregon and Firestone, one of the countries largest commercial roofing manufacturers, helping to deliver a proprietary stormwater management system to commercial builders across North America. Most recently Kelly has served as the Chief Operations Officer for Potomac Internal Medicine & Serotonin Solutions, overseeing the day to day of the Urgent Care and Internal Medicine Practice as well as the organization’s national network of 50+ Physicians. Her experiences span diverse industry segments and encompass start-up, private, public, high-growth and established companies.
In 2016, she graduated from Hult with a Global Executive MBA in London, UK. When Kelly’s dad got sick, and eventually passed away at age 55, she attributes the survival of her family and their small business to the protection her parents had in place before he passed. A holistic approach to protecting, growing and optimizing one’s financial future is something that resonates so deeply with Kelly because she has seen how powerful it can be first-hand.
Kelly launched a Financial Strategy practice to pay it forward, and help others towards achieving financial security and peace of mind. She is especially passionate and committed to championing other strong women business owners and military serviceman and women.
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Financial Representative of Guardian.