Kelly is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with nearly 30 years of experience in financial services. Kelly brings depth and breadth to her role as Lead Planner, with a proven track record of advising individuals, businesses, and institutions. Planning, especially around money and finance, is a calling for Kelly – she believes everyone benefits from objective financial planning. Kelly is active in organizations that support educational and economic empowerment for women and girls.
Education: Mount Holyoke College (B.A.); St Francis School of Law, Juris Doctor
"Everything is hard before it is easy." - Johann Wolfgang von Goethe
Get to know Kelly
The Nilssons – celebrating my sister’s 50th birthday in Northern California.
Law school graduation with my son – a special day!
Hiking with the boys at Big Bear – one of our favorite activities.
From the Steep Ravine Trail in Mount Tamalpais State Park – this shot speaks to me.
What's your favorite movie?
Who inspires you?
My mom and dad.
If you could be an animal, which would you be?
If you could visit anywhere in the world you've never been, where would you go?