As a wealth advisor, Kelly works closely with her clients to help them identify and achieve lifelong goals, not only around money, but about all aspects of their lives. Specializing in work with divorcees, widows and professionals with high, specialized compensation. Her ideal client relationship is with someone who values a lifelong partnership, and the give and take of great conversations around life goals. Kelly’s start in education allowed her to maximize those skills to make a difference in the lives of her clients. Good financial planning starts with listening, educating and then motivating people to action. All of these she mastered in her teaching profession before moving to wealth m