Kelly grew up in a very small town in Oregon (population 400) where she graduated HS with 14 kids in her senior class! She moved east for work, and after living in DC, Philly and Boston...she felt like the DMV was a place she could call home! Kelly met her handsome husband in DC, a 20-year Army Special Forces veteran, and they now have three beautiful girls together.
Kelly has been a client of an incredible financial advisor for nearly a decade and has valued the support and guidance of her advisor during some of the most momentous stages of her life - starting a business, going to grad school abroad, getting married, buying new homes, and starting a family!
When Kelly’s dad got sick, and eventually passed away at age 55, the survival of her family and their small business was attributed to the protection her parents had in place before he passed. The 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 advising practice to pay it forward, and help others find the same level of financial security and confidence. 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.