Our Associates

Kelly A. Weaver

CFP®

With over 20 years in the financial planning business, Kelly understands that listening to clients and understanding their unique goals, dreams and even what keeps them up at night are key to building the foundation for a solid financial future.

Having the skills to help clients in their times of joy and times of need is what Kelly feels her purpose in this career is. Feeling like she can help better the families she works with to make sure that their hard-earned dollars are working as hard as they were earned is very important to her.

Kelly was born and raised in Pulaski County and resides there still today with her husband, Tim. Kelly is a 1998 Purdue graduate from the Financial Planning School. She volunteers at church and Junior Achievement. She obtained her Certified Financial Planner® designation in 2016. She enjoys golfing, gardening, and traveling.

Main areas of Focus
  • Retirement Income Planning
  • Legacy & Estate Planning
  • Financial Planning
27+Years Experience
A woman with blonde hair in a dark blazer smiles at the camera with a blurred indoor background.

Education

Purdue University
Financial Planning

Licenses

Series 7, Series 63, Series 65, SIE

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