Kelly graduated from the University of Delaware with a BS in Finance and a minor in Economics. After graduation, she obtained Series 7 and Series 63 securities licenses (now held through LPL Financial), and spent the next six years at Legg Mason Wood Walker, Inc. where she specialized in providing retirement services. Kelly then joined the retirement team at Fidelity Investments as a Retirement Education Consultant where she worked hands-on with plan sponsors across the country to help them comply with IRS regulations as well as helping to improve education and information systems to better enable clients to make informed decisions with their 401(k) investments. Also during this time, Kelly earned the Charted Retirement Plan Consultant (CRPC) designation.
Kelly and Richard married in 2008 and started a family shortly thereafter. With their two boys, Jackson (7) and Cooper (5) now getting bigger, Kelly has returned to the workforce to provide support to Richard's growing practice.
Kelly loves the outdoors and believes in physical, as well as fiscal, fitness. She enjoys all outdoor activities, especially boating, skiing, running, traveling, and spending time with her active family.