Amy Kelly, CFP®, CDFA®

Amy has over 18 years of experience working with high net worth clients. According to Amy: "I absolutely love working with great people who are committed to meeting their financial goals and want to enjoy their lives"

Amy has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2003. She spent the majority of her career as a Senior Wealth Manager at Budros, Ruhlin & Roe (now Corient) before she branched out on her own.

Amy is also a Certified Divorce Financial Analyst, CDFA® and has over 10 years experience helping individuals and couples in the midst of a divorce. She always prefers to be engaged as soon as possible to add the most value, but early in the divorce, mid-divorce or at the end when it is time to move accounts is all still highly valuable.

Amy is a graduate of Ohio Wesleyan University and has lived in Columbus, Ohio the majority of her life. She currently resides in Westerville with her family.