Kelly is a Financial Advisor with Compass Investment Advisors, LLC 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 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. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc..
She lives on the Eastern Shore of Maryland and enjoys boating, gardening and travelling in her spare time.