Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.
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Kelly grew up in Sturbridge, MA and moved to Woodstock, CT10 years ago. She attended Becker College and received a bachelor’s degree in business management in 2001. Prior to working in the financial industry, Kellywas a Paralegal for 17 years and worked directly with clients daily. She lovestraveling and cheering on her two boys, Brayden and Tyler, during sportingevents with her husband, Barry, of almost 19 years.
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