Kelly is a Personal Financial Advisor at Paul R. Ried Financial Group and a Certified Financial Planner (CFP®). In this capacity, he provides advice and counsel to clients in the planning process as well as conducts client planning and review meetings. Kelly also serves as the Estate Transition Specialist for the firm. He advises Executors and Trustees in the estate settlement process and helps them coordinate with attorneys.
Kelly grew up in Great Falls, Montana, spending his summers working on the family wheat farm. He attended the University of Washington earning a Bachelor of Arts in Speech Communication. After college, he worked for Johnson & Johnson selling pharmaceuticals in Northern California. Kelly also holds a law degree from Santa Clara University. Before joining Paul R. Ried Financial, Kelly worked as a Financial Advisor at a regional brokerage. Kelly is a member of Seattle #4 Downtown Rotary.
When he is not working, Kelly enjoys golf, crossfit and Husky athletics.