For 32 years, Kelly has worked to help wealthy clients achieve and maintain their vision of financial success. Inspired by his own family’s history, Kelly enjoys helping and educating families on making good investment decisions. He has a long-standing practice of forming strategies as advanced as his clients’ needs by providing access to trust, fiduciary, liability management, and estate planning professionals through Wells Fargo affiliates.

In 2015, Kelly earned the Chartered Investment Management Analyst® (CIMA®) certification from MIT Sloan School of Management. He also completed an educational program through Yale School of Management to earn the Certified Private Wealth Advisor® (CPWA®) certification. He earned a bachelor’s degree in finance at San Diego State University and a Master of Science in Finance at Golden Gate University in San Francisco.

From 2011-2023, Kelly has been proud to be recognized as a member of the Platinum Council1, a distinction reserved for a select group of financial advisors at Wells Fargo Advisors. He has also been awarded as one of Forbes’ Best-in-State2 Wealth Advisors for 2019 and 2022.

Kelly currently resides in El Dorado Hills with his wife, Stacey, and their daughter, Hayley. They have a daughter, Amanda, and two sons, Kevin and Ethan, all in Northern California. In his free time, Kelly enjoys reading, playing golf, exercising, and doing yoga. His family enjoys taking hikes with their Labrador and finding ways to be outside and stay active.

CA Insurance License Number:OB61402. Resident State CA

¹The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure, may also be used to determine recipients.

²2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Lisa has been working in the industry for 39 years and ensures all clients’ administrative and operational needs are handled accurately and efficiently. Some of her duties include resolving client inquires, handling all aspects of account distributions, and supporting the team’s daily operations. Additionally, she enjoys building and maintaining meaningful relationships with clients and helping them meet their financial goals.

Outside of work, Lisa lives in Roseville with her husband, Ron. In her free time, she enjoys spending time with friends and family, staying active outdoors, and most of all, traveling.

CA Insurance License Number: OH48078. Resident State CA

With 27 years of industry experience, Stacey enjoys collaborating with financial advisors to help clients reach their goals. She helps analyze portfolios and assists in the overall investment planning and process. With an emphasis on continuing education, she has also earned the CERTIFIED FINANCIAL PLANNER® certification which is recognized as the highest standard in personal investment planning. She has been with Wells Fargo Advisors for the entirety of her financial career, since graduating from Sacramento State University where she obtained a bachelor’s degree in business administration with an emphasis in marketing and a minor in communication studies.

Born and raised in the greater Sacramento area, Stacey currently lives in El Dorado Hills with her husband and their daughter. She enjoys watching her daughter play soccer, golf, and dance. Stacey’s other hobbies include traveling, cooking, staying active by going on hikes and doing hot yoga, and learning how to play golf.

CA Insurance License Number: 0D00377. Resident State CA