Kelly is a Director in Waldron’s Wealth Planning department, focusing on helping families, business owners, wealth accumulators, and retirees develop and implement goal-based plans to help achieve their wants and needs.
For more than 23 years Kelly has been utilizing customized financial planning, risk-aware investment strategies, proactive tax planning, retirement planning, and estate/trust planning to help simplify and harmonize financial aspects of clients’ lives.
Prior to joining Waldron, Kelly worked for Neuberger Berman, Wells Fargo Advisors and Raymond James. He earned a degree in Economics with a concentration in Accounting from Rutgers University graduating Summa Cum Laude.
Outside of the office Kelly enjoys daily exercise, reading non-fiction, a glass of red wine, and spending time with his family. Kelly resides in Bloomfield Hills, Michigan with his wife Kellie and their sons.
