About Kelly

I am a Wealth Management Advisor at TIAA, and I started my career in financial services in 2012.

Many members of my family worked in capacities where they served their community, which prompted me to find a career where I could help those who have helped others. As a Wealth Management Advisor at TIAA, I’m able to assist my clients in working toward their financial goals. My team and I specialize in goals-based planning where we utilize strategic investment management to help our clients accumulate wealth, a tactical income planning approach to help our clients recreate their paycheck in retirement, and thoughtful estate planning techniques to allow for the efficient transfer of wealth across generations.

I received my bachelor’s degree in corporate finance and accounting from Bentley University.

I currently reside in Bergen County with my husband, Joe, and our two dogs, a black Labrador Retriever and a German Shepherd. In my free time, I enjoy reading, exercising, spending time down the shore in Long Beach Island, and traveling.