For over a decade, Kelly has been helping clients and their families simplify their financial lives. Prior to joining the Waldron team, Kelly spent more than 12 years at National Financial Network where she successfully handled various positions from the bookkeeping to client servicing. She enjoys process improvement implementation as well as building lasting client relationships. Kelly earned a Marketing degree from West Chester University of Pennsylvania.
Outside the office, Kelly enjoys cooking, traveling, walking her rescue dogs and cheering on her children in their various extracurricular activities. Kelly resides outside of Philadelphia with her husband Tim, and two daughters.