Financial Associate
.Women's Markets
Young Families
Business Owners
Life doesn't always go according to plan. I know that firsthand.
My mission is to provide clear financial guidance, education, and support so individuals and families can make informed decisions and feel confident about their future. Whether you're just getting started, navigating a life transition, preparing for retirement, or simply looking for a trusted partner to help you stay on track, I'm here to help.
Together, we'll create a plan that helps protect what matters most and prepares you for life's opportunities and unexpected moments.
I believe financial planning is about more than numbers—it's about people, relationships, and the goals that matter most to you.
When we work together, you can expect:
- Clear, straightforward conversations
- Education that helps you make informed decisions
- Personalized recommendations aligned with your goals
- Ongoing guidance and support as life changes
My goal is to help you feel confident, prepared, and empowered every step of the way.
✔ Building a Strong Financial Foundation
✔ Retirement Planning
✔ Investment Strategies
✔ Insurance & Protection Solutions
✔ Life Transitions & Financial Guidance
✔ Estate & Legacy Planning
My journey into financial advising has been shaped by both my professional background and personal life experiences. Before becoming a financial advisor, I spent more than 30 years as a paralegal working in several areas of law, including civil litigation, product liability defense, criminal defense, and child support enforcement.
In 2022, I joined Thrivent as an Office Professional and soon felt called to become an advisor myself. While working full-time, I studied for and passed my licensing exams so I could help others gain the financial clarity and direction I once needed.
That calling is deeply personal. When I was 41, my husband unexpectedly passed away, and I found myself financially unprepared—with limited life insurance, funeral expenses, bills, and no retirement plan in place. That experience gave me a heart for helping others have important conversations, create a plan, protect what matters most, and understand that there is hope after tragedy.
I now live in Waterville, Ohio, with my husband, Matt Kelly. We enjoy traveling, being part of Waterville Community Church, and spending time with family and our two pug dogs, Charlie and Laney.
No matter where you are in your financial journey, I'm here to help you take the next step with confidence. To book an introductory appointment, you have the option of either in person or through a secure virtual meeting. Contact me at (260) 387-1548 or via email Kelly.Kelly@thrivent.com or simply click on the Book an Appointment button.
I also love hosting fun events and educational workshops, so if you would like to join me at one of my upcoming events, go check out the Events section to see what's coming up.
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Securities Industry Essentials
- Florida
- Indiana
- Kentucky
- Massachusetts
- Michigan
- Ohio
Insights
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
October Thirsty ThursdayOct 15, 2026, 8:00 PM UTC
Stop by for a drink and some conversation and feel free to bring a friend! I'd love to see you on Thursday, October 15 from 4:00 pm to 6:00 pm at Barr's Public House in Maumee, Ohio. Let me know if you'll be stopping by clicking on the register button.3355 Briarfield Blvd., Maumee, OH 43537 | Barr's Public House
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations