Client Advisory


Kelly is a Principal 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.


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


  • 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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