As Senior Associate, Kelly works with clients and the Andesa Financial Management team to enhance both the client experience and business operations. Kelly is currently in the process of obtaining her Series 65.
Prior to joining the Andesa Financial Management team, Kelly served as Senior Account Executive at BSI Corporate Benefits, LLC. During her time at BSI, Kelly specialized in driving key growth initiatives by prospecting and consulting the mid-market and large-group employer size segments in the Lehigh Valley and northeastern Pennsylvania markets. Kelly holds an active license in Accident and Health, Life and Fixed Annuities.
Kelly is a graduate of Syracuse University with a Bachelor of Science in public relations. Kelly graduated as the valedictorian of the 2017 Syracuse University class with a 4.0 cumulative grade point average. Originally from Berwick, PA, Kelly currently resides in Easton. Outside of the office, Kelly enjoys Pure Barre, traveling, spending time with her family and watching college football.