Kelly’s work with individual’s financial and investments needs began in 1985 when he worked in Corporate Lending for a regional bank in Bowling Green, KY. There, Kelly grew in his knowledge of investments and the importance of financial planning for businesses and individuals. Seeking an opportunity to work more with individuals and families Kelly became a part of Financial Services Center. For over 20 years, Kelly has served individuals who are preparing for or already enjoying retirement.

As a part of the financial planning process Kelly labors to understand each client’s unique goals and needs and then educate his clients as to the range of investments that are appropriate for them and their eventual retirement needs.

In addition to degrees in finance and banking, Kelly holds various industry licenses including the Series 63, Series 65 and Series 7. He is securities licensed in 31 states and holds variable and life insurance licenses.

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