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.

Focus areas

  • 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
  • Traveling
  • Volunteering
  • Football

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

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