Senior Client Relationship Manager
Kelly has always enjoyed working with people whether it was in banking, restaurants or retail. After graduating from IUP she decided that 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 learning 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. She is excited to help clients meet their financial goals. Currently, she is taking classes with the ultimate goal of earning her CERTIFIED FINANCIAL PLANNER™ certification.
Kelly, her husband Ken, and their sons Kenny and Jack, live in Greensburg with their pets. Their favorite things to do are go to the park and enjoy Western PA with day trips to area points of interest.