Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Kelly is a Principal in the Virginia office. She excels at building strong client relationships and is responsible for actively managing client portfolios, developing investment strategy decisions, and supervising Associates in the Virginia office.
Prior to joining Cerity Partners, Kelly served as a Financial Advisor at FJY Financial. She initially joined FJY as an Associate Financial Advisor and served on both the firm’s Investment Committee and Financial Planning Committee. As a chair of FJY’s investment committee, Kelly performed research related to investment objectives and contributed towards the firm’s investment decision-making process and due diligence. Her role on the Financial Planning Committee focused on furthering the knowledge of the firm’s Financial Advisors and staying abreast of the issues that their clients were facing. Kelly also managed FJY’s internship program and was responsible for recruiting, training, and mentoring two students every summer.
Kelly’s most recent accomplishment of graduating from Leadership Fairfax’s Emerging Leaders Institute, strengthened her as a professional and community leader by enhancing skills in project management, conflict resolution and negotiation, communications and public speaking, community engagement and more.
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