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Biography

Wendy Kelly is a Partner in the Arlington, Texas office. She has over 15 years of experience providing comprehensive investment and tax planning to families, executives, and business owners. Specifically, in the Arlington, Texas offices she specializes in serving self-employed individuals, focusing on a dental industry niche, and helping clients in all aspects of their business and personal financial affairs.

Before joining Cerity Partners, Wendy was a partner with Paladini Financial Management, a planning and investment advisory firm in Arlington, Texas.

When not serving her clients, you will find Wendy traveling and hiking through National Parks with her two children and husband.

Learn more about my practice.

Education

  • Bachelor of Science in Mathematics from the Midwestern State University
  • Masters of Science in Quantitative Finance from the University of Texas in Arlington

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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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.