Kristin L. Kelly

Owner & Principal

Kristin L. Kelly started her career in financial services in 2015. 

Her firm provides on-site, complimentary, educational workshops and corporate benefit solutions for business owners, employees, professional athletes and public safety agencies (associations), coast to coast.  Their team focuses on a holistic approach to overall financial health and wellness. 

Additionally, their firm works with individuals and families, providing a customized, roadmap to securing financial independence, family protection, and retiring without limits.

Kristin has also been a featured agent, and frequent guest speaker and trainer, with New York Life Insurance Company (a top Fortune 500 company); educating, coaching and mentoring new and established agents around the country.

Before making a career in financial services, Kristin was a TV News Reporter and Anchor for over 15 years, with all of the major networks across the country; as well as the Arena Host for the Washington Captials NHL team.

She graduated from Hofstra University in Long Island, New York, with a Broadcast Journalism degree.  Kristin was a Division I, All-American Scholarship Lacrosse player and was named Coca Cola’s Athletic MVP. 

Kristin is an active board member for several community organizations, volunteer for numerous non-profits, lacrosse coach, and animal rescuer.  She loves spending time outdoors with her husband Kevin, two children - Lucas and Charlotte, and fur-babies, Hudson and Abby.

She's humbled and honored by the opportunity to be a part of this family owned business; working alongside her sister, Caitlin, and parents, Kathy and Tom.

Fun Fact: Kristin’s brother is a former professional American soccer player, and her brother-in-law, was the #2 draft pick for the Major League Lacrosse MLL).