Director of Portfolio Management....

Deana Kelly

Deana Kelly Biography Photo

Deana Kelly

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.

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