Kelly has a number of credentials after her name.  The letters represent a commitment to excellence in areas that feel most relevant to the client experience and identifying the best ways to guide clients toward good decisions about money.  None of the letters are more important than a basic desire to provide honest, kind and knowledgeable advice to people who will benefit from that advice.  

Kelly’s formal credentials include being a CERTIFIED FINANCIAL PLANNER(TM) professional, Certified Student Loan professional (R), a Certified Divorce Financial Analyst (R) practitioner, and Certified Financial Therapist-1(TM).  She maintains those credentials with annual continuing education programs to stay up to date and would consider herself a lifelong learner.  

Life credentials include growing up in a home with a single mom in the Steel City who worked miracles with financial resources available, business ownership, college funding and student loan survival, buying and selling property and cars, military service member household with multiple PCS moves, divorced family members and friends, life’s twists and turns.

Max is finishing up his Bachelor’s Degree in Business Management from Chatham University and is doing his final semester in Berlin, Germany.

Fred has not attended and would likely not graduate from any obedience school programs. He is completely lovable and listens on occasion (typically if a treat is involved).