With over seven years of experience in financial services and financial planning, Maggie Kelley plays a key role in shaping the client experience at our firm. She partners closely with our advisors to deliver personalized, high-touch service that defines and differentiates our approach. Maggie is passionate about building long-term relationships and ensuring every client feels supported and valued.

Outside the office, Maggie enjoys spending time with her husband and three adult children, boating on the water, and getting lost in a great book.