Kelly S Donaldson

I was 16 - I remember the conversation well. My father, who owned and operated his own company for the last 25 years, sat me down at the kitchen table and decided it was time to teach me the principles of writing out a budget, documenting my expenses and learning the basics of investing and accounting. From that point on, I began to develop an enjoyment and understanding of what true stewardship looks like. Over my 30-year journey, I have come to believe that we all have a responsibility to be the best stewards possible of what God blesses us with.

As part of my journey, I graduated from Kansas State University with a degree in industrial engineering. This education and training has proved to be a great benefit as a financial advisor. It has taught me how to analyze data, think critically and learn how to solve problems. As I design investment strategies and allocations for my clients, I am better able to tailor each plan specifically to the needs and goals of each person or family.

Today, with over 18 years of experience as a financial advisor, I love what I do. I thoroughly enjoy meeting with couples and families to discuss their goals and dreams for their future. With each client, I want to understand what is important to them. Blending my engineering education with my financial advisor experience, I use an established 5-step process to build personalized strategies to meet their goals.

My goal is to serve our clients faithfully, partnering together throughout their life to keep them on track with their goals and dreams for their future. I look forward to hearing each of their stories and getting to know them personally. Thank you for allowing me to take you on a journey from my kitchen table to yours.