Client Advisory

Biography

Kelly is a Principal in the Saratoga Springs office. She is part of the firm’s Executive Financial Counseling practice, which provides financial planning, tax planning, and tax preparation services to current and retired corporate executives. Kelly specializes in counseling her clients in investments, estate planning, tax planning, retirement planning, corporate benefits, and insurance. Kelly thoroughly enjoys working with clients to develop a sound financial plan to achieve their stated goals.

Prior to joining Cerity Partners, Kelly was a Vice President at Goldman Sachs Ayco Personal Planning. She has over 20 years of experience in the financial services industry.

Kelly lives in Latham, NY with her husband and two boys. She enjoys spending time with her boys at various sports activities, likes to volunteer her time helping her church and the community, and enjoys spending summers in Lake George, NY with her family.

Education

  • Bachelor’s degree from Florida Atlantic University

Highlights

  • Life/Accident & Health License Holder (NY)

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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.