About me

Kelly grew up in a suburb of Pittsburgh and attended the University of Pittsburgh where she earned her Bachelor of Science degree in Mathematics.   After graduation Kelly started her long career in financial services, primarily in auto and mortgage lending. It is throughout her lending career where she found her passion consulting clients surrounding all things financial with a particular interest in teaching our younger generations simple habits on how to better their credit and overall financial wellness. Each person she meets is viewed as an individual, which Kelly finds to be critically important. The perspective that each client is unique allows the ability to provide the personalized and strategic advice.  Her mission is to prepare my clients for the future by providing manageable offensive and defensive solutions to strategically plan for life’s milestones or potential challenges.    This mission is accomplished by listening and identifying the goals of each client.  After that, a comprehensive financial plan is born by thinking outside of the box and creatively leveraging the financial tools and services available.  Her primary focus is to address clients individualized needs by way of savings, tax efficiency, insurance, education, and retirement planning.

Outside of her career, Kelly spends her time raising two little boys to become two amazing young gentlemen.

Kelly and her children

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline