Jeffrey R. Kelley, AAMS©

Interests:

• Spending time with his wife, Carol, family, and friends

• Playing with his grandchildren

• Being in the outdoors

• Giving back to the community

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Community Participation:​

• Fellowship of Christian Athletes

• Archery Board of Directors for North Side Sportsmen’s Association

• Active member at Northside Sportsmen

• Board of Wounded Heroes Hunting Camp

• Volunteers at WHHC, Pine Valley Camp, and Spina Bifida PA

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Areas of Focus:

• Retirement Planning Strategies

• Small Business

• Estate Planning Strategies

• Charitable Giving

• Family Finances

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Experience:

• 40 years of service

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Qualifications:

• AAMS Accredited Asset Management Specialist

• FINRA 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

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Education:

• Geneva College