, CPA, CFP®
Kelly specializes in working with busy professionals and families to help them navigate complex financial decisions with confidence. As a licensed CPA and CFP® professional, she provides personalized, comprehensive advice tailored to each client’s unique goals and circumstances. Kelly is passionate about simplifying financial planning and helping clients build, preserve, and transfer wealth so they can enjoy both their current success and long-term financial security.
Kelly began her career in PwC’s assurance practice, where she audited a variety of asset and wealth management firms and private equity funds. Her interest in financial planning then led her to Battery Global Advisors, where she provided wealth management and family office services for ultra-high-net-worth clients primarily working in the venture capital industry. She earned a B.S.B.A. in Finance and a B.S. in Accounting from Elon University and enjoys volunteering with Advisers Give Back.
Kelly grew up in Westwood, MA and later lived in Boston for several years before relocating to Charlote, NC. She enjoys staying active through her love of golf, tennis, and skiing, and also loves to travel to new places with family and friends.
What sparked your interest in financial planning? What fuels you every day in your work?
My parents taught me the importance of saving and investing at a young age, which drove my interest in personal finance. After completing an internship at a wealth management firm during college, I came to realize how many different strategies existed to maximize client wealth, and have since discovered a passion for sharing these strategies to help clients reach their financial goals.
What’s the one thing people say you’re best at?
I’m very detail-oriented. Knowing bits and pieces of a client’s situation doesn’t work for me; I work hard to develop a deep understanding of a client’s full financial picture and use that to build a plan designed to meet their unique financial goals.
What do you enjoy most about working at Modera?
I enjoy the strong collaboration within the firm, especially across our multiple offices. There’s always something new to be learned that will help our clients succeed, and Modera has so many resources that can be used to solve problems for clients.
6101 Carnegie Blvd Suite 220 Charlotte, NC 28209
704-358-3322
6700 Fairview Rd., Suite 360 Charlotte, NC 28210
704-334-0894
CERTIFIED FINANCIAL PLANNER®, CPA
Elon University, B.S. in Accounting and B.S.B.A. in Finance
Member of NAPFA, FPA, volunteer at Advisers Give Back
