Kelly graduated from the University of Notre Dame where she received her bachelor’s degree in Economics and was commissioned a second lieutenant in the US Army as an Ordnance officer. She served in the first Gulf War and Somalia, and later earned her MBA from University of Delaware. While she was a Senior Registered Client Associate at Merrill Lynch, Kelly earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
Kelly joined Compass Investment Advisors where she focuses on personalized planning around retirement, tax minimization and wealth management strategies in order to meet client’s goals. She creates remarkable value for her clients by utilizing her knowledge in a holistic approach to deliver a wide variety of investment, planning, insurance, and retirement solutions. Kelly enjoys sailing, gardening and reading in her spare time. She lives on the Eastern Shore of Maryland with her husband, John. They have two children, Mary and Jack.