Kelly Tucker, BFA^®

In 2002, Kelly began working for a prominent estate planning attorney and found her passion for estate and financial planning. In addition to honing her estate planning skills, Kelly was exposed to many aspects of family, civil, and criminal law. In 2014, Kelly began working full time in the financial services industry.

As a Financial Advisor and Behavioral Financial Advisor (BFA®), Kelly is passionate about helping clients feel confident, informed, and in control of their financial futures. With a people-first approach, Kelly blends expert planning with behavioral coaching, ensuring clients not only create strong financial strategies—but stick to them.

Kelly works closely with individuals, families, and business owners to simplify complex decisions and create plans aligned with their goals, values, and lifestyle. Known for clear communication and genuine care, Kelly strives to make each client’s financial journey both understandable and achievable.

When not working with clients, Kelly enjoys spending time with her husband and sons, traveling, reading and playing cards, and believes in supporting a balanced, purpose-driven life—financially and beyond.