Kelly partners with families to design customized financial strategies that evolve with their goals and life changes. She joined NEPWA in 2018 as a Financial Planning Associate, advancing to a Wealth Advisor in 2021, and Senior Wealth Advisor in 2023. Her favorite part of the work is developing genuine connections with her clients, learning their stories and celebrating their life milestones together.

Kelly is inspired by the way the NEPWA team works together to create meaningful, positive impact for clients and their families. The best part of her job is being able to help her clients feel more confident about their wealth and the legacy they will leave behind.

Kelly grew up in Wellesley, MA. She attended Gettysburg College for her BA and is a CERTIFIED FINANCIAL PLANNER®.

Outside of work, Kelly is an avid runner and passionate traveler, including a six-month span spent living in Copenhagen in college. She also enjoys skiing, live music, reading, and spending time with family and friends.