Kelly joined McKay Wealth Management in 2015 and brings a wealth of knowledge in the ERISA-based retirement plan space. Prior to joining McKay Wealth Management, Kelly spent several years working for a retirement plan consulting firm where she worked with large corporate retirement plans throughout the country and provided clients with plan design assistance, investment selection and customized participant communication and education.
Kelly has a Bachelor's of Finance from the University of Washington and holds the FINRA Series 7 & 66 registrations. With her focus on business retirement planning, she is an active member of the National Association of Pension Advisors, Women In Pension Network and has obtained her Chartered Retirement Plan Specialist (CRPS), Certified Plan Fiduciary Advisor (CPFA), and Accredited Investment Fiduciary (AIF) designations.
A self-proclaimed “tourist in her own town,” Kelly enjoys exploring Seattle and trying new things. When she’s not out and about she is either at home binging Modern Family, doing hot yoga or volunteering at the Seattle Humane Society.
Kelly is an Investment Advisor Representative of Cetera Advisor Networks LLC Member FINRA/SIPC