Kelly joined Informed Family Financial Services in 2022 after previously serving in the same capacity at Strategic Wealth Advisory since December 2006. She has always enjoyed math and is known to be very detail-oriented. This serves her well when working with investment companies to provide account-related support for clients. She also assists with software or database topics.
Kelly graduated from Penn State University with a degree in Elementary Education and a minor in Business Administration and continued on to teach the 2nd and 5th grades. Looking for a change, Kelly worked in the Credit Department of a Maryland bank where she gained experience with commercial and real estate loans. After returning to Pennsylvania, she continued in the financial industry and joined Strategic Wealth Advisory.
Kelly has served in the capacities of President and Vice-President for the Home & School organization at her children’s school. She assisted in fund-raising and the coordination of events.
Together, Kelly and her husband have a son and a daughter. Her best memories are those spent with her kids and traveling. She has particularly fond memories of a family trip to Hawaii and many trips to Myrtle Beach, SC. She also enjoys supporting her daughter’s dance team and exercising.