Kelly Town’s strong attention to detail and ability to prioritize tasks efficiently make her a natural fit for operational duties and servicing clients. She has firsthand experience in fulfilling the needs of clients and business owners through supporting wealth management advisors and extensive involvement in family-owned businesses. Kelly is a graduate of Liberty University with a degree in Business Administration-Finance. She currently holds her Financial Paraplanner Qualified Professional (FPQP®) designation and FINRA Series 65 designation. Hailing from and currently residing in the Midwest, Kelly enjoys spending time with her husband and two young children on the beautiful Northern Michigan lakes, boating, wake-surfing, and waterskiing.