Broker Check
Maureen Kelly

Maureen Kelly

Financial Advisor

Maureen has worked in the finance industry for five years and brings fresh insights to her work with young professionals, women focused on wealth management, families planning to leave a strong legacy, and individuals approaching retirement. Maureen's experience, combined with an understanding of cutting-edge financial planning technology, allows her to provide reliable and disciplined investment guidance.

As part of our financial planning team, Maureen focuses on helping clients and their families pursue their goals by creating strategies that strike an appropriate balance between investment preservation and potential asset growth. She knows that clear and frequent communication is key to building trust and looks for every opportunity to develop strong relationships with each of her clients. Maureen's primary goal is to help clients on their journeys toward confident financial futures. 

Maureen carries several licenses, including General Securities Representative, Uniform Combined State Law, Insurance Producer, Disability, and Variable Annuities.

Maureen is local to the surrounding area where she appreciates living in such a vibrant and diverse region of the Pacific Northwest. Maureen is an avid sports enthusiast (go Cougs!), and when she is not working, she enjoys golfing and spending quality time with family and friends. No matter where Maureen is at, inside or outside of the office, you will always find a compassionate individual, committed to building brighter futures.