One of the most amazing things to hear as a financial advisor is, “I’ve never told this to anyone before.” I often hear this a lot and no matter if it is a positive or negative experience they are relaying, it is an honor to have my business built on this foundation of trust, confidentiality, and communication. Our team creates an environment where questions can be asked, vulnerabilities happen often, anxieties are shared, wins are shared, and our team partners with you to move forward on accomplishing your desires and solving problems. In a world where we are so digitally engaged, we need real human connection more than ever. People are my favorite and I love to connect with others to inspire change and build companionship. My superpower is listening to help others uncover their key visions and concerns so my team can implement optimum solutions for their specific needs. Helping others move forward and accomplish their desires is an honor. In addition to helping my clients through their journey of life, I am constantly learning, growing, and evolving as well to provide the expertise required for serving clients’ most important personal and business goals. Earning the ChFC, CLU, RICP & LUTCF designations from the American College has positioned and enhance my value for our clients and community. More about Kelly...
•LSU alumna
•Going on two years of being a crazy plant lady
•Financial Advisor with Northwestern Mutual since 2010
•Earned her LUTCF, CLU®, ChFC®, and RICP® designations from the American College
•NAIFA Quality Award Winner
•Member of the Estate and Business Planning Council of Baton Rouge
•Plays soccer at the Baton Rouge Soccer Club
•Attends yoga studio 90
Community is important...
Kelly and her team have participated in raising funds and volunteering for:
•The Salvation Army of GBR (Advisory Board, Volunteer)
•Board for Downtown Business Association
•President of the Estate and Business Council of Baton Rouge
•St Theresa of Avila Catholic Church finance committee
