Kelly works with attorneys and legal professionals, business owners, and high-net-worth individuals, helping clients navigate estate planning coordination, investment management, and tax-efficient planning.

She takes a strategic and solutions-focused approach to planning, designed to simplify complexity and create actionable financial strategies.

Kelly earned a B.A. from Transylvania University and an M.B.A. from the University of Louisville. Her background supports a personalized and thoughtful approach to helping clients navigate important financial decisions.

Serving clients in and around Louisville and Somerset, KY.