Phone: (484) 351-2139
Kelly joined Legacy Planning Partners as an intern in March of 2008. During this time she gained valuable financial and business experience. In June 2009, she moved to our Plymouth Meeting office to join the Kedra Team as their Operations Manager. In this position, Kelly is responsible for all administrative aspects of insurance processing and securities applications in addition to coordinating all client presentations. She manages the team’s individual business functions as well as creating efficiency programs to monitor their client reviews, representative registrations and insurance appointments.
Kelly graduated from West Chester University in 2009 with a Bachelor’s degree in Finance.
Kelly resides in Bucks County with her husband Dan, and teaches dance part-time at her old studio. In her free time, she enjoys spending quality time with her family and friends.
DOFU 3/2014 TN867384