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Biography

Kelly is a Senior Associate in the Scottsdale office. She focuses on serving the complex needs of individuals, families and their businesses. By understanding their short and long-term financial objectives, she is able to create a comprehensive financial plan that helps provide transparency and peace of mind. Kelly understands that durable client relationships are dependent on outstanding service and her determination helps with the successful delivery of exceptional client experience.

Kelly has over 11 years of experience and began her career as a Financial Advisor at Merril Lynch. Prior to joining Cerity Partners, Kelly was a Wealth Advisor with Canopy Wealth Management helping to offer clients a holistic approach to their financial planning and investment needs.

Learn more about my practice.

Education

  • B.S. in Health Science from California Baptist University

Highlights

  • Chartered Retirement Planning Counselor (CRPC®)

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Principal & Client Experience Director

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Principal & Client Experience Director

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By submitting the form, 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.