Before joining EP Wealth Advisors in 2015, Kelly worked for Moore Financial Group for 8 years as Client Services Director. Kelly has worked in the financial industry for over 25 years, with a focus on client relationships. She also holds a ParaPlanner designation, FPQP. Kelly is a mother of three beautiful daughters and loves volunteering whenever possible. Outside of being a mom, Kelly enjoys going on long walks, traveling, and watching movies.
College for Financial Planning