Designations and Licenses

Kelly is a Certified Investment Management Analyst®, a CERTIFIED FINANCIAL PLANNER™ professional and holds life, sickness, accident and health and annuity licenses in Arizona.

Experience and Education

Kelly has over a decade of financial services experience. He specializes in financial planning and wealth advisory services related to executive compensation.

Prior to joining Mariner, he worked as a regional vice president at FS Investments, where he focused on helping independent financial advisors understand and implement alternative investments with their clients.

Kelly has a bachelor’s degree in finance from North Dakota State University.

Personal Interests

Away from the office, Kelly enjoys spending time with his wife and two children and is an avid outdoorsman.