Kelly has been in the industry for 10+ years. She works closely with Keith Davis and the rest of the Lake Forest Financial Advisors team to help serve the needs of clients. Kelly is detailoriented, reliable, self-motivated, and a notary. She enjoys providing service support to our clients throughout their retirement planning journey.
Kelly comes to us with a bachelor's degree in marketing and transportation & logistics from Ohio State University. She and her husband, Mark, have two beautiful girls, Rachel and Annie, along with one pet, Ozzy. Over the years, Kelly has been a Girl Scout leader when her girls were younger, and she enjoys spending time with her family.