Kelly joined St. Germain in 2018 with experience in client interaction and nonprofit management in the Boston area. As a CERTIFIED FINANCIAL PLANNER™ Professional and Accredited Investment Fiduciary®, she has met rigorous requirements in education, ethics, experience, and examination by completing the Bryant University Financial Planning certificate. Kelly holds an MBA from the Isenberg School of Management at UMass Amherst, as well as a BS in Kinesiology with a minor in Psychology. She is passionate about understanding clients’ needs and developing personalized financial plans to help them reach their goals. Kelly maintains professional affiliations with the Financial Planning Association, Estate Planning Council of Hampden County, and American Medical Association Alliance. Outside of work, she enjoys reading, running, chasing after her two young boys, and playing golf on beautiful days.