Kelly Thompson has been a dedicated financial advisor since 2000. With over two decades of experience, she is a trusted resource for her clients' financial needs. Financial planning isn't just a job for Kelly; it's her passion. Kelly finds fulfillment in helping her clients navigate their financial journeys, utilizing her knowledge to tailor strategies that align with their goals and aspirations.
Kelly holds the CERTIFIED FINANCIAL PLANNER (CFP®) designation. She earned her Bachelor of Arts degree from Oklahoma City University, laying a solid foundation for her career in finance.
Beyond her professional endeavors, Kelly recently rescued a beagle named Jack. She is also a fan of the Green Bay Packers and has made it a tradition to visit Wisconsin annually. She also enjoys travel and golf and particularly enjoys exploring zoos. Among her adventures, a memorable trip to Alaska stands out, where she experienced the thrill of riding in a helicopter and embarked on a dog sledding tour.