Jeffrey R. Kelley, AAMS©

Jeff's 40-year financial career is woven with a singular goal: empowering individuals and families to build a future grounded in both financial security and the joys of life. He believes wealth extends beyond numbers, encompassing deep connections and a commitment to community.

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Beyond the Balance Sheet:

While Jeff's expertise in areas like retirement planning, estate planning, and family finances is undeniable, His true strength lies in understanding his clients' values and aspirations. He takes the time to build authentic relationships and provide clear, collaborative guidance tailored to their unique needs. Whether navigating small business financial complexities or exploring strategic charitable giving, he ensures every decision aligns with their dreams and personal values.

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A Guiding Hand, Rooted in Community: 

Jeff's dedication extends far beyond the office. From providing outdoor adventures for wounded veterans at the Wounded Heroes Hunting Camp to supporting underprivileged children at Pine Valley Camp and children with disabilities with Spina Bifida Pennsylvania, Jeff's volunteer work reflects his deep commitment to his community. His empathy and passion shine through in every effort he undertakes. He is the President of the Board of the Wounded Heroes Hunting Camp – head of the Finance committee, has served on the archery board of directors for North Side Sportsmen’s Association, is involved with Camo Cares – helping children with life-threatening illnesses and/or disabilities as well as wounded military veterans embark on their dream hunts, demonstrating his dedication to fostering camaraderie and purpose.  Jeff also participated in the 2023 Senior Olympics held in Pittsburgh, PA in archery.

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Family, The Heart of his Story:

Family is central to Jeff's life. He finds immense joy spending time with his wife, Carol, and their grandchildren, cherishing every moment of laughter and shared adventures. Whether embarking on outdoor excursions or celebrating milestones, family brings him profound joy and fuels his dedication to building a secure future for generations to come.

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Education and Credentials:

• AAMS Accredited Asset Management Specialist®

• Series 7, 9 & 10, 26, and 63 registrations through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners

• Life, Accident, & Health Insurance Licenses

• Geneva College graduate

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A Legacy of Service:

Jeff is more than just a financial professional; he strives to be a trusted advisor, a dedicated community member, and a man of faith. He believes in building strong relationships, providing clear and honest advice, and empowering his clients to pursue their financial goals.