Kelly Perney, CFP®

Kelly has always enjoyed working with people whether it was in banking, restaurants, or retail. After graduating magna cum laude from Indiana University of Pennsylvania, she decided financial services is where she wants to spend her career. During her time in banking, Kelly worked as an Office Manager for First Commonwealth Bank and Commercial Loan Processor for Indiana First Bank. In those positions, she learned how cash flow optimization and proper financial planning benefits a client, especially business owners. She worked hard to obtain her Series 7 and Series 66 FINRA licensing along with her Life, Accident and Health Insurance License. As of April 2023, Kelly became a CERTIFIED FINANCIAL PLANNER™ professional. She continues to expand and deepen her knowledge of the industry. Every day she displays her passion for helping our clients.

Kelly, her husband Ken, and their children Kenny, Jack and Emma, live in Greensburg with their pets. Most days you’ll find them at one of the kid’s sports activities, with an occasional day off for bike riding, Idlewild and Carnegie Museum trips.


*Kelly maintains her CFP® certification and only provides administrative services to Osaic FA financial planners and professionals. While she is licensed as a registered representative of Osaic FA, she acts in an administrative capacity and is not able to offer brokerage, investment advisory, or financial planning services directly to an Osaic FA client.