Kelly is a CERTIFIED FINANCIAL PLANNER™ Professional with over 5 years of experience in the financial services industry. She met the rigorous CFP® requirements of education, ethics, experience and exam by attaining the Bryant University Financial Planning certificate.

Similarly, she also earned the Accredited Investment Fiduciary (AIF®) designation demonstrating the care and service needed to meet the best interests of our clients. Kelly has her Series 65 securities license as well.

Kelly holds an MBA from the Isenberg School of Management at University of Massachusetts/Amherst.