Kelly brings over ten years of financial services, marketing, event coordinating and management experience. Prior to joining our firm Kelly worked as an Operations and Marketing Manager for Voya Financial Advisors and as a Client Associate for a team of advisors at Merrill Lynch. She earned a Certificate in IT Support from Computer Learning Center and is currently enrolled at the University of Phoenix finishing her B.S. in Management and Marketing.
Kelly, her fiancé, and four children reside in Royersford, P.A. She enjoys spending quality time with her family, whether it is kayaking at the lake, vacationing at the beach, shooting hoops at the park, or just watching a good movie. In addition to her professional and educational background, Kelly has a positive and passionate attitude. Her optimism and strong operational foundation are a welcome addition to our FIP management team!