I grew up in Southern Michigan and have lived in Coldwater since 1998. My first career was in emergency medicine 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; he is a full-time risk manager and a part-time fireman for the Coldwater Fire Department. We have three children: our oldest, Grant, is attending Central Michigan University studying finance, our middle son, Lukas, is attending Wyotech in Laramie Wyoming learning to restore classic cars, and our daughter, Leeah, is attending Saginaw Valley to become a nurse anesthetist. We all are actively involved in our community; I serve on the Historical society committee and the Pines Behavioral Health Board, I volunteer at Tibbitt's and I'm an active member of Lockwood Community church. 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
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Portfolio Reviews
My Personal Interests
- Personal Fitness
- Spending Time with Family
Phone NumberTracy L Kelley at (517) 278-8468
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