Mrs. Kelly has been in the financial planning business since 1995. She began her career with a firm in Santa Barbara, California, and is a Certified Financial Planner™ Professional.

She is a graduate of the Institute of Certified Financial Planners residency program.

Prior to her career in the financial planning industry, Mrs. Kelly was the financial controller of a non-profit organization and has worked with other United Way organizations.

Originally from Pennsylvania, Mrs. Kelly received her master’s degree, with a concentration in financial analysis, from Carnegie Mellon University in Pittsburgh. She earned her bachelor’s degree from Westminster College, a liberal arts college outside of Pittsburgh.