Client Advisory

Biography

Kelly is a Senior Associate in the Louisville office. She concentrates on business development and relationship management efforts for the firm with a focus on family business owners and high-net-worth families.

Prior to joining Cerity Partners, Kelly led the business development and relationship management efforts for ARGI Financial Group’s Multi-Family Office Division. Before ARGI, she worked in new construction and commercial real estate as well as owned several small businesses in the Central Kentucky area.

Education

  • B.A. in Education from the University of Kentucky

Highlights

  • Board member of the Elizabethtown Police Foundation
  • Active supporter of CASA of the Heartland, a nonprofit that supports abused and neglected children in the court system
  • Member of the Kentucky chapter of the Association for Corporate Growth, a global community for middle-market M&A business leaders focused on driving growth

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.