Areas of Focus
- Client Support
- Advisor Support
- Operational Support
- Fortress Family Office Support (Tax and Estate Planning)
Kelley grew up in a small town near Boston, Massachusetts. After graduating college, she moved to Orlando to work for the Walt Disney Company for several years. She has lived in Belle Isle for more than 15 years and enjoys spending time with her son Matthew and husband Michael.
- FPQP® Financial Paraplanner Qualified Professional℠
- Florida Southern College, Bachelor of Science in Psychology, 1994