Kelly joined Schneider Downs Wealth Management Advisors with nearly 20 years of experience in the financial services industry. During Kelly’s tenure in financial services, she has created and maintained relationships with high net worth individuals, as well as defined contribution plans. She enjoys the facilitation of being a “quarterback” to an individual’s wealth planning, as well as the coordination of the many aspects involved, such as educational expense savings, estate planning, and charitable gift planning. Kelly is excited to join the SDWMA team to continue to develop established, trusted relationships, and help to create new opportunities.
Kelly lives in Columbus, Ohio, and in her free time, enjoys volunteering with the Ronald McDonald House of Central Ohio. She also enjoys attending concerts and traveling with friends.
Financial Paraplanner Qualified Professional™
Associates in Business Administration-Financial Services, University of Cincinnati, Blue Ash
Bachelor of Science-Financial Planning, Franklin University