Kelly is a certified financial planner™ professional who primarily works with local business owners, retirees, young professionals and those preparing to retire or fund their financial futures.
Together with her clients, Kelly works to create holistic financial plans while providing guidance toward financial goals.
Her clients are successful in their own careers and often have neither the time nor the desire to develop their own financial plans and manage their investments. They seek to grow their assetsto provide for their future, or they are in need of assistance in preserving thei
r capital while also generating sufficient growth and income to enjoy retirement and provide for their loved ones.
Kelly’s clients want a knowledgeable advisor with whom they are comfortable and who delivers personalized
SteelValley-logo
service and sound guidance for all their financial needs.
When not in the office, you can often find Kelly volunteering in the community; visiting her alma mater, Moravian College; or spending time with her greatest investment: her family.
3773 Corporate Pkwy., Suite 180, Center Valley610.709.9715
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.
