I grew up in Southern Michigan and have lived in Coldwater since 1998. I worked as a paramedic in Coldwater for 16 years, prior to making a career change to Edward Jones. I started with Edward Jones in 2007 and I have spent my entire career as a financial advisor exclusively with Edward Jones.
I'm married to Patrick Kelley, who is a full-time risk manager and a part-time fireman for the Coldwater Fire Department. We have three children: our oldest, Grant, is currently attending Central Michigan University studying medicine, and our younger two, Lukas and Leeah, attend Coldwater High School. We are actively involved in our community, I'm a member of Kiwanis and Branch County Business Affiliates. I have a passion for helping the youth in our community and volunteer with organizations that focus on enriching the lives of our youth.
I enjoy working with people and helping my clients meet their financial goals. I work with several different types of clients including retirees, small business owners and individuals working and saving for retirement. I focus on getting to know my clients and understanding what's important to them so I can help them make decisions that are in their best interest. I use established systems and processes to build personalized strategies to help my clients meet their financial goals.
- Retirement Income Strategies
- Business Retirement Plans
- Charitable Giving
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Savings Strategies
My Personal Interests
- Personal Fitness
- Spending Time with Family
Phone NumberTracy L Kelley at (517) 278-8468
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