, CPA, CFP®
Kelly specializes in working with busy professionals who seek to achieve their financial goals while navigating their demanding careers. With a passion for simplifying the complexities of financial planning, Kelly provides personalized strategies that align with clients’ unique needs and goals. As a licensed CPA and CFP® professional, Kelly strives to empower individuals to make informed financial decisions, so they can enjoy both their present success and future security. By offering comprehensive financial advice tailored to early-career professionals and those approaching retirement, she strives to help her clients build, preserve, and transfer their wealth with confidence and ease.
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 clients primarily working in the venture capital industry. She is an active member of the National Association of Personal Financial Advisors (NAPFA) and enjoys volunteering with Advisers Give Back.
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
