OUR TEAM

Kelly leads Verdence’s robust financial planning platform. He works with clients, gets to know them and their families, and constructs a powerful strategic roadmap to help them achieve their goals. Knowledgeable in many areas from finance and investing to insurance and tax, he excels in helping clients solve financial challenges, whether finding solutions for their existing issues today or identifying future areas that may cause concern. He focuses on clear communication of complex issues to help clients better understand their circumstances and the options available to them.

Kelly brings three decades of financial planning and wealth management industry experience to Verdence. Prior to joining the firm, he was the Director of Wealth Management for Congress Wealth Management in Columbia, Maryland. Other past roles include Director of Wealth Management for Pinnacle Advisory Group, Vice President of Financial Planning at Armstrong, Fleming & Moore; Manager of Financial Planning at Geier Financial Group; and Wealth Financial Planning Specialist III at BB&T. He is a board member of the Financial Planning Association of Maryland and a member of AICPA/PFS.