Kelly is a financial advisor, planner and educator with The Boh Heppe Group. Starting her career at A.G. Edwards in 2005, Kelly quickly recognized that her desire to educate and make a difference in people's lives would go a long way in the financial industry. By approaching each client's situation like a "training plan", she begins with the end in mind. Starting with short, intermediate and long term goals, she works backwards to formulate an approachable financial path for each client. As with any partnership, she offers support and accountability along the path to financial success. Earning her Certified Financial Planner™ certification in 2012, Kelly applies her intimate knowledge of clients, combined with analytics to develop a customized financial plan to help each person take control of their financial future.
Native to Colorado, Kelly enjoys cooking, hiking and traveling with her husband, Ben. They live in Denver with their daughters, Kennedy & Evelyn.