412-528-1937

jeffrey.kelley@kfg1.com

Interests:

• Spending time with his wife, Carol, family, and friends

• Playing with his grandchildren

• Being in the outdoors

• Giving back to the community

Community Participation:

• 2014 Chairman’s Award from Spina Bifida of Western Pennsylvania for volunteer of the year

• Board of Directors for Wounded Warriors Hunting Camp

• Fellowship of Christian Athletes

•  Archery Board of Directors for North Side Sportsmen’s Association

Areas of Focus:

•  Retirement Planning Strategies

• Small Business

• Estate Planning Strategies

• Charitable Giving

• Family Finances

Experience:

• 32 years of service

Qualifications:

• AAMS Accredited Asset Management Specialist

• FINRA Series 7, 9 & 10, 26, and 63 registrations through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners

•  Life, Accident, & Health Insurance Licenses   

Education:

• Geneva College