Growing up, she saw how financial uncertainty could impact families. Today, that drives her to provide clarity and confidence for her clients.
Joined Lido: 2023
Homebase: Washington, D.C.
Professional Focus: Whether she is helping clients prepare for retirement, manage unexpected expenses, or build a lasting legacy for future generations, Kelly is constantly inspired by the opportunity to make a meaningful difference in their lives.
Education: B.A., Business Administration and Management, Florida State University
Previous Work Highlights: Kelly has been a financial advisor and trust officer at COPE CORRALES, Chevy Chase Trust, and Northwestern Mutual.
Personal Facts: Enjoys spending time with family and friends, traveling as much as possible, and cooking new recipes in her free time.
