Associate Financial Planner
Kelly earned a Bachelor’s in English language and literature from Gordon College. She specialized in both internal and external communications surrounding long-term care, retirement plans, and 401(k) programs for financial services companies. After working at firms like John Hancock and Fidelity Investments for more than ten years, Kelly went back to school, graduating with a Master’s in special education from Regis College. Kelly taught children both with and without learning differences for more than eight years before deciding to return to the financial field.
Sensible’s size and status as a fiduciary appealed to Kelly. “Their commitment to their clients is clear,” said Kelly. “They’re a fiduciary and they believe in educating their clients. That means, when I present a financial plan to a client, I’ll know it’s the best possible plan for their particular situation. That’s a great feeling.”
Kelly spends her off time outdoors with her dog, Frankie, baking, or relaxing near the ocean.