Meet Kelly


Kelly has a passion for continually raising the bar, from improving efficiency to compelling progress forward in every way possible. Her curiosity and steadfastness make her an excellent Operations Manager for our team.

She attended Loyola University Chicago with the original intention of going into elementary education, but then she discovered her passion for business administration and operations. Her career spans many years with an impressive roster of previous employers, all of which she considered to be great opportunities.

Since moving to Arizona from Chicago three years ago, Kelly has discovered a love of exploring the region. She’s developed a number of outdoor interests and is happy to share those interests with her two teenage sons.


Favorite food:

Tacos, perfect for breakfast, lunch and dinner

Best piece of financial advice received:

Stay off Amazon

Favorite quote:

“Start where you are, use what you have, do what you can.”

If you could meet anyone, past or present, it would be:

Theodore Roosevelt

Hidden Talent:


Favorite book:

To Kill a Mockingbird

Favorite movie:

Mary Poppins

Favorite TV show:

Criminal Minds

What motivates you:

Curiosity and making an impact

Favorite holiday:


Something on your bucket list:

Complete my checklist of all US National Parks

Place you'd like to visit:


Biggest accomplishment:

Successfully navigating moving myself and two young boys across the country

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.