Kelly Perry
ChFC®, FIC, RICP®, CLTC®, CKA®, BFA™
What are your top five values? Mine are faith, excellence, integrity, meaningful work and relationships. My passion is helping others live their values through their decisions around their finances.
State(s) Licensed: AZ, FL, GA, IL, KY, MD, NJ, NY, OH, PA, RI, SC, TX, VA, WV
161 E. Otterman Street, Suite 3
Greensburg, PA 15601
What are your top five values? Mine are faith, excellence, integrity, meaningful work and relationships. My passion is helping others live their values through their decisions around their finances.
State(s) Licensed: AZ, FL, GA, IL, KY, MD, NJ, NY, OH, PA, RI, SC, TX, VA, WV
Helping You Live a Life of Meaning and Generosity
As a Financial Advisor in the Northeast Advisor Group, I understand that for Christians, finances are more than just numbers. They are a tool for living out your faith. I'm passionate about helping you connect your values to your financial decisions.
I focus on two key conversations: first, we'll explore what it means for you to be a faithful steward of the resources you've been given. Second, I'll guide you in making clear and effective financial decisions to support your family, your church, and the organizations you care deeply about.
The goal is simple: Help clients achieve financial clarity enabling them to live meaningful and generous lives.
The Heart of Generosity:
Generosity, rooted in faith, manifests in powerful ways:
- Strengthening your church community (Hebrews 13:17)
- Building security for your family (Proverbs 14:26)
- Contributing to the flourishing of your community (Hebrews 10:24-25)
- Embracing a servant's heart (Matthew 23:11)
These things change the world.
"Do not neglect to do good and to share what you have, for such sacrifices are pleasing to God." Hebrews 13:16 ESV
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Location
Greensburg Office
- Phone:
- 724-836-7772
- Fax:
- 866-858-3022
Hours
Monday - Thursday 9:00 a.m. to 4:30 p.m.
Fridays - Appointment only