Kelly is the Chief of Staff at Family Wealth Solutions, where she oversees the firm’s day-to-day operations and works closely with leadership to support advisors, enhance client service, and ensure the organization runs efficiently. She is passionate about creating a seamless experience for both clients and the team, building strong, trusting relationships along the way.

Kelly has more than 20 years of experience in the financial services industry, having worked at Wells Fargo Advisors and McDonald Investment. She holds licenses in Series 7 and 66, as well as in life and health insurance.

Kelly lives in Bradenton, FL, with her husband, Jim. Outside the office, she enjoys spending time with her five children and eight grandchildren and can often be found relaxing poolside with her dogs, Jackson and Doodle. If she looks familiar, it might be because you recognize Kelly from her appearance on “Wheel of Fortune”!