A graduate of the University of Connecticut with a Bachelor’s degree in Journalism and Sociology, Kelly holds Series 7 and 66 securities licenses plus life and health insurance licenses in CT, NY, RI, MD and FL.
Understanding that the biggest obstacle to financial security for most people is their own behavior, Kelly serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. Her thorough knowledge of military pay and benefits enables her to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits. Kelly will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.
In her free time, Kelly enjoys reading, spending time with family, and traveling.
First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
- Comprehensive financial planning
- Investment strategies
- Retirement income planning
- Education funding solutions
This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.