Biography
Born in rural, north-central Iowa, the middle child of 8, Kelly moved to the Boston area in 1985 to continue and finish her post-secondary education, receiving her Bachelors of Science degree in Economics from Northeastern University and later on, completing her MBA in Finance at UMASS-Boston. A financial professional who spent most of her career in accounting and financial operations, Kelly clearly understands the dynamics of financial choices as well as the short-term and long-term effects of those decisions. Her experience in breaking down complex problems and creating solutions that actually work is a valuable service to the individuals and the businesses she serves. Kelly also has taught math, financial literacy and technology to all ages. Those experiences, combined with her 10+ years as a soccer coach has provided her with valuable insights into the most important values for individuals and businesses alike: honesty, trust, passion and integrity.
Business Philosophy
"The future belongs to those who believe in the beauty of their dreams…” Eleanor Roosevelt
“I get excited when the things people really care about, like their financial futures, are easy to manage because they put their confidence and trust in my ability to help them. My clients can focus on what they need to do to live their lives, always going forward -- instead of worrying about where to get potential solutions concerning their finances."
"It doesn't take long for anyone who gets to know me to notice that planning and teaching runs in my veins. I bring the same enthusiasm and love I share as an advisor to most things in my life -including a passion for communicating ideas. I have a keen ability to solve problems with practical solutions, painting clear pictures of detailed concepts so they are easily understood."
Qualifications
- Securities licenses include series 66
- Life, Health, Long Term Care insurance licensed.
- Social Security Specialist providing educational workshops
Membership Organizations
Lions Club International, Hull, MA