Kelly has over 40 years of investment industry experience. She achieved a B.S. in Business Administration from the University of Oregon. Kelly was named to the Forbes Best-In-State Top Wealth Advisor for 2021, 2022, and 2023, a Forbes Top Women Wealth Advisor Best-in-State in 2021, 2022, 2023 and 2024 and an AdvisorHub Advisor to Watch in 2023. An active community member, Kelly participates on two committees with the University of Oregon; working with their Portland Council department, promoting the University, and with University of Oregon Library Advancement Council, advocating for the library. She is also an active board member of OHSU Foundation and De La Salle North Catholic High School. Kelly has past experience on the board of directors at the Epilepsy Foundation Northwest, as an officer with the National Charity League and as an advisory member of RBC’s FCAC.