Kelly is a Senior Financial Advisor with over 20 years of experience helping high-net-worth individuals build, preserve, and transfer wealth through comprehensive financial, tax, and estate planning. She partners with clients to create long-term strategies focused on generational wealth, clarity, and confidence at every stage of life. After returning to the Pacific Northwest eight years ago to be close to family and play an active role in her nieces’ lives, Kelly values balance both professionally and personally. An avid golfer and skier, she brings discipline, foresight, and care to every client relationship.