As Administrative Assistant, Kelly assists Joseph M. Valicenti, President, Chief Executive Officer (CEO) of the firm. She provides support to Joe, as well as the other Portfolio Managers, with client communications, client presentations and client scheduling.

Kelly joined the firm in July 2011. Kelly was previously employed by a local real estate office as an Executive Assistant. She also has many years of administrative experience in the manufacturing industry. Kelly holds an Associate degree in Business Management, is a Financial Paraplanner Qualified Professional™ designee and is a Commissioned Notary Public.