Kelly believes that success in financial planning is a deeply personal thing. It takes hard work, discipline and often many years, but when a goal is realized, it can be a tremendously rewarding achievement. And Kelly lives for those moments.
Kelly is incredibly proficient at analyzing complex financial situations and at assessing a client’s unique financial behaviors. By bridging those two dimensions, she is able to help guide people to the decisions that are best for their lifestyle and their goals.
Kelly is a proud Pacific Northwesterner. She graduated from UW and got her MBA from Seattle U. She was a founding partner of Lakeview Financial Group prior to the merger with Private Ocean, and she was also previously the co-owner of Monarch Wealth Management. Look to find her—along with her husband and two kids—out enjoying nature, culture and all the places they intersect here in the PNW.
She has successfully completed several marathons, including the NY Marathon. The discipline and commitment required to complete a marathon is similar to reaching an important financial goal, and so is the deep sense of personal accomplishment.
- MBA, Seattle University
- BA, University of Washington
Community and Affiliations:
- Kelly is actively involved in the Seattle Humane Society, Youth Care and the Methow Conservancy.
- Member of the local chapter of the Financial Planning Association
- Current board member for Knit For Life, a Seattle based non-profit.
Women undergoing life transitions, executive and management-level professionals seeking to simplify and manage their financial lives, small business owners looking toward growth and succession.
What Colleagues say about Kelly:
“Kelly makes you feel calm, secure and confident. Her quiet assurance helps clients have peace of mind about their present and their future.
She is supportive, intelligent and fun. I know that I can count on her to keep me grounded, and celebrate with me for my successes. She has the best interest of the clients, the team and the firm at the forefront of her mind.”