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About Our Firm

Here’s our story. We look forward to hearing yours.

Kelly Financial Services, LLC

Every member of Kelly Financial Services is focused on offering exceptional service while assisting clients and families to potentially increase, preserve and bequeath assets.

KELLY KELLY

President & Chief Executive Officer

Kelly Kelly is president of Kelly Financial Services. She founded the business with her late husband, William A. Kelly, in 2003. A native of Georgia, Kelly began her involvement in business early. By age 15, she was already doing accounting work for her family’s John Deere dealership.

Kelly earned a bachelor’s degree in business administration from Valdosta State University and worked for a large marketing services firm that specialized in financial institutions. She also founded and ran a successful gourmet specialty food business for more than 10 years. Kelly holds life insurance licenses in Massachusetts, Rhode Island, New Hampshire and Connecticut.

At Kelly Financial, Kelly and Bill oversaw the business side by side for 16 years. She has served as marketing director, built the company’s call center and, since 2007, has been the chief operating officer.

When not running Kelly Financial, Kelly devotes her time to charitable institutions that she and Bill long supported together. She loves tennis and baseball and, most of all, spending time with her children, William and Mary Madeline.

greg-murra

Greg Murray

Senior Vice President
Chief Compliance Officer
brandon-godfrey

Brandon Godfrey

Vice President
jim

Jim Freeman

Director of
Client Services
dan-christenson

Daniel Christenson

Investment Advisor
ken

Ken O'Connor

Investment Advisor
marykelly

Mary Madeline Kelly

Service Advisor
carter-harwell

Carter Harwell

Client Relations Manager
michelle

Michelle Overstreet

Call Center
stephanie

Stephanie Hunter

Controller
kayla

Kayla Overstreet

Client Relations Associate
denise

Denise Fox

Bookkeeper
william-kelly-jr

William Kelly Jr.

Junior Executive

Affiliated Partners

Alyssa Pockell, J.D.

Affiliate Estate Planning Attorney