Kelly began her career in the financial service industry in 1995, and she has been working with Travis Fling since 2012. As a financial advisor, Kelly is determined to provide excellent service by delivering individualized financial plans through her genuine relationships with her clients, helping them achieve their financial goals. Therefore, an ongoing and personalized planning approach lays the foundation for Kelly’s work with her clients.
Kelly values her clients and enjoys frequently learning new ways to help position them well. As a testament to her interest in continual knowledge enhancement, she holds a Certified Financial Planner™ certification, which is granted by the Certified Financial Planner Board of Standards, Inc, as well as a Certified Private Wealth Advisor ® certification from the Investment and Wealth Institute. Furthermore, Kelly has earned a Bachelor’s degree from Miami University, and a Master’s degree from Capital University.
Kelly and her husband, Dave, live in New Albany, Ohio with their two children. Kelly enjoys spending quality time with her family and friends, along with tennis, exercising, and volunteering her time with several local organizations.
Services Include
- Business Planning
- Corporate Pension Plans
- Retirement Planning
- Qualified Retirement Plans
- Corporate Retirement Plans
- Defined Contribution Plans
Securities Agent: MI, OR, NV, MA, CA, TN, PA, GA, FL, WA, NY, NE, NC, AZ, UT, IN, IL, CO, NM, TX, KY, KS, OH, WV; General Securities Representative; Investment Advisor Representative
NMLS#: 1240291