Private Wealth Manager
Kelly's journey into the investment world started back in high school. She was in Mr. Woodring’s Social Studies class at Smithsburg High School and he was teaching about the stock market. He explained that you could own a piece of a company by purchasing a share of their stock. Kelly found it fascinating that she could potentially own a piece of stock that could appreciate in value. From that point on, she knew she wanted to be in the financial services industry where she could help people prosper by investing in our economy. After high school, she attended HCC for 2 years, then transferred to Mount St. Mary’s University where she received my Bachelor’s Degree in Business while working part time at Home Federal Bank. During her time at Mount St. Mary’s, she was a member of the Finance Club. Her fondest memory of that Club was getting to go to New York City for the day and tour the trading floor of a large brokerage firm in Tower One of the World Trade Center. Little did she know that day would mean so much more years later.
After graduating MSM in 1997, Kelly continued working at the bank full time in the Investment Center where she became securities licensed in late 1997 and here she is, 20 years later! Every day is a day filled with opportunities to learn more and educate others. Her passion is helping others become debt free and financially independent through proper planning and discipline.
Taking care of her clients has always come naturally to Kelly. She has always loved helping our clients with their problems and concerns. Kelly has learned that being a good financial advisor means to listen. Listen to what our clients need and want. Listen to what their goals and dreams are, as well as their fears and obstacles. Then through education, discussion and discipline, come up with a plan to put those dreams into action.
Being a financial advisor is a full-time job, however her number one, favorite job is being a wife and mother. Kelly lives in Waynesboro, PA with her husband, Jeff, and 2 boys, Kyle and Adam and 2 boxer dogs, Sophie and Piper. Kyle & Adam are active in sports so when Kelly's not working, she is likely driving the boys to either lacrosse or football practice. In addition to being wife, mom, chauffer, cook and laundry lady, Kelly is also the Vice President of the Waynesboro Stallions Youth Football Organization and a member of the Frederick County chapter of the Impact Club.