Kelly joined Asset Management Group in January 2004 as William Rich’s Executive Assistant. Her responsibilities include coordinating all aspects of Mr. Rich’s Practice. She currently maintains her Series 6 and 63 securities registrations through LPL Financial and is a Notary Public. Her daily responsibilities include:
Kelly retired from the Air Force in 2015 with over 20 years of service to include a recent deployment to Kuwait in 2012 in support of Operation Enduring Freedom. She graduated from the University of Phoenix earning a Bachelors of Science in Management degree with honors. She is a valuable member of the Asset Management Group team and is always happy to help.