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Kelly FennellyCFP, MBA, Vice President

Kelly Fennelly
CFP, MBA, Vice President

Carmel, IN

With over 20 years of experience in the industry, Kelly is well-versed in delivering personalized financial planning, investment, and risk management services. Beyond her expertise, she cherishes spending quality time with her husband, kids, and grandkids, often enjoying vacations together or relaxing at their home on Sweetwater Lake.