Kelly is part of our wealth management team and helps clients make practical decisions for funding their future and managing current finances.
She earned a bachelor’s degree in human ecology from the University of Tennessee and is a Certified Health Savings Professional (CHSP).
Kelly serves as a board member at Santa Elves, Inc. which seeks to provide the magic of the holidays to children in the foster care system. In her spare time, she enjoys hiking, kayaking, camping and reading.