Kelly began her wealth management career in 2014 and joined Canopy Wealth in 2022. She has earned the CRPC®, Chartered Retirement Planning CounselorSM designation and focuses on serving the complex needs of individuals, families and their businesses. By understanding their short and long-term financial objectives, she is able to create a comprehensive financial plan that provides transparency and peace of mind. Kelly understands that durable client relationships are dependent on outstanding service and her determination helps with the successful delivery of an exceptional client experience.
Kelly is originally from Southern California and resides in Scottsdale, AZ with her husband, Zachary, and two puppies Henry and Holly. She is actively involved in the community, serving on the board of Fresh Start Women's Foundation and volunteering with her local church.