Our Team

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 (assoc...

Caitlin E. Prosner

Director of Marketing, Public Relations & Client Services

Caitlin oversees all client care services, in addition to creating and implementing strategic marketing and public relations strategies, social media, and business development. She has an extensive background in customer relations, and as an entrepre...

Kathleen J.W. Marshall

Director of Operations

As the Director of Operations, Kathy is responsible for managing office workflow, compliance, policy, procedures, and analytics. Her background and expertise as a highly successful business owner, corporate spokeswoman, and national account manager f...

Thomas L. Marshall

CFO, Chief Financial Officer

Tom, a Veteran of the U.S. Navy, attended Dartmouth College, in New Hampshire.  He was the signal caller (quarterback) for the football team, and graduated with a degree in Geography and Urban Studies. He then went on to complete his MBA from DePaul ...