About Kelly
Kelly works closely with her clients to help them identify and achieve lifelong goals, not only around money, but about all aspects of their lives. She specializes in working with divorcees, widows, and professionals with high, specialized compensation. Her ideal client relationship is with someone who values a lifelong partnership and the give and take of great conversations around life goals.
Kelly’s start in education allowed her to maximize those skills to make a difference in the lives of her clients. Good financial planning starts with listening, educating, and then motivating people to action. All of these she mastered in her teaching profession before moving to wealth management.
Outside the office, Kelly works with local nonprofit Operation Breakthrough on various events and projects the organization’s offers throughout the year. Her most fulfilling work is partnering with their executive team to build an endowment of $20 million. A Kansas City native, Kelly and her two teenagers enjoy riding horses and bikes and spending time at the lake. An avid yogi, she starts most days with a hot yoga class and a long walk with her puppy. She loves a good concert and will see Garth Brooks and Kenny Chesney in concert every time they’re in town.
Education and Professional Milestones
-University of Kansas - Bachelor of Social Work
-University of Missouri - Kansas City - Master of Arts in special education
-Was president of The Planned Approach for 19 years
Kelly works closely with her clients to help them identify and achieve lifelong goals, not only around money, but about all aspects of their lives. She specializes in working with divorcees, widows, and professionals with high, specialized compensation. Her ideal client relationship is with someone who values a lifelong partnership and the give and take of great conversations around life goals.
Kelly’s start in education allowed her to maximize those skills to make a difference in the lives of her clients. Good financial planning starts with listening, educating, and then motivating people to action. All of these she mastered in her teaching profession before moving to wealth management.
Outside the office, Kelly works with local nonprofit Operation Breakthrough on various events and projects the organization’s offers throughout the year. Her most fulfilling work is partnering with their executive team to build an endowment of $20 million. A Kansas City native, Kelly and her two teenagers enjoy riding horses and bikes and spending time at the lake. An avid yogi, she starts most days with a hot yoga class and a long walk with her puppy. She loves a good concert and will see Garth Brooks and Kenny Chesney in concert every time they’re in town.
Education and Professional Milestones
-University of Kansas - Bachelor of Social Work
-University of Missouri - Kansas City - Master of Arts in special education
-Was president of The Planned Approach for 19 years