Kelly obtained her associates degree in Office Administration/Word Processing from Briarwood College in 1996. She joined the firm in 2022 and has over 25 years of experience in the financial services industry. She is FINRA licensed with Series 6 and Series 63 and holds the Connecticut Insurance Producer License for Life/Health, Variable Life and Variable Annuity lines. Kelly takes pride in providing the best possible services to our clients. She understands that providing the highest level of integrity and building strong relationships is an important basis for everything she does, both professionally and personally.
As the Office Manager, Kelly has taken on the role of ensuring our office runs smoothly day-to-day. Ensuring that all administrative tasks are completed efficiently and effectively. She is helping with developing policies and procedures for the office and making sure they are implemented appropriately.
Kelly lives in Waterford CT with her husband, two young boys and dog. In her free time, she enjoys going for walks, being outside and gathering with extended family/friends.