Navigating the financial path through life can be difficult. I enjoy being a part of those discussions and plans that help put our clients’ and participants’ minds at ease.
Kelly joined Schneider Downs Wealth Management Advisors with nearly 20 years of experience in the financial services industry. During Kelly’s tenure in financial services, she has created and maintained relationships with high-net-worth individuals, as well as defined contribution plans. She enjoys the facilitation of being a “quarterback” to an individual’s wealth planning, as well as the coordination of the many aspects involved, such as educational expense savings, estate planning, and charitable gift planning. Kelly is excited to join the SDWMA team to continue to develop established, trusted relationships, and help to create new opportunities.
Kelly lives in Columbus, Ohio and in her free time enjoys volunteering with local charities. She also enjoys attending concerts and traveling with friends.
Certified Financial Planner™ Practitioner
A.B.A. in Financial Services, University of Cincinnati, Blue Ash
B.S. in Financial Planning, Franklin University
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Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
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