Kelly is a coach and leader with a deep-seated passion for working with entrepreneurs. Her experience growing up in a first-generation family business has fueled her career, starting at the young age of 11. She worked in the production fields of her parents' nursery, participated in trade shows, and managed the accounting and back office of her family’s business during her high school and college years.
She went on to double major in Horticulture and Business at Oregon State with an emphasis in Family Business Management and Entrepreneurship. She came back after college to help run the family business, but after a few years, she had the itch to get some outside experience. Kelly has managed the market expansion for one of Verizon’s largest Premium Retailers, opening over 75 locations along the East Coast. She’s led a national pilot program with Verizon and Staples, launching 90 test locations from San Diego to Vermont.
She helped build a private label partnership between Columbia Green Technologies, a small green tech company based in Portland, Oregon, and Firestone, one of the country's largest commercial roofing manufacturers, which enabled the delivery of a proprietary stormwater management system to commercial builders across North America. Most recently, Kelly has served as the Chief Operations Officer for Potomac Internal Medicine & Serotonin Solutions, overseeing the day-to-day operations of the Urgent Care and Internal Medicine Practice, as well as the organization’s national network of over 50 physicians. Her experiences span diverse industry segments, encompassing start-ups, private, public, high-growth, and established companies.
In 2016, she graduated from Hult with a Global Executive MBA in London, UK. When Kelly’s dad got sick, and eventually passed away at age 55, she attributes the survival of her family and their small business to the protection her parents had in place before he passed. A holistic approach to protecting, growing, and optimizing one’s financial future resonates deeply with Kelly because she has seen firsthand how powerful it can be.
Kelly launched a Financial Strategy practice to pay it forward and help others towards achieving financial confidence and peace of mind. She is especially passionate and committed to championing other strong women business owners and military servicemen and women.
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Financial Representative of Guardian.