Kelly is dedicated to helping individuals and small business owners formulate their ideal lifestyle and fit together the pieces of their financial roadmap with long-term strategies. Working alongside team member Shane Gaddy, Managing Partner-Financial Planner, she employs an objective and comprehensive approach to addressing her client’s needs, focusing only on the products and services most appropriate for helping clients pursue their goals.
Areas of Expertise
- Financial Planning
- CERTIFIED FINANCIAL PLANNER™
- Bachelor’s Degree in Finance, University of Georgia
- Master’s Degree in Business Administration, Georgia State University
Outside The Office
Born and raised in Gainesville, Kelly’s family instilled a love for community and the importance of giving back, which has followed her throughout her career. She has served as the board chair and campaign chair for the Hall County United Way; president of the board of Gateway Domestic Violence Center; and serves as the current president of the Gainesville Kiwanis Club. In addition, she has served on the board of the Northeast Georgia History Center, Challenged Child and Friends and the Greater Hall Chamber of Commerce. A member of First Baptist Church of Gainesville, Kelly lives in Gainesville with her husband, Morgan, and daughters, Caroline and Isabel.
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