More About Kelly
More About Kelly
As a graduate from The University of Miami School of Law and a Florida attorney with a finance degree, Kelly is the resident expert in creating strategic family and business plans to protect and prosper. With an altruistic mindset, she owns several businesses that allow her to positively impact her community.
As the owner of an estate, business planning and concierge law firm for over 25 years, and as a Certified Exit Planning Advisor, Kelly's expertise spans the areas of growth and exit business planning, finance, banking, real estate, consulting, estate planning, law office partnerships, family business ownership, and practical plans for protecting a family's legacy.
Personally, Kelly has been a military wife for almost 30 years. Kelly's husband served as an Air Force office and pilot for over 28 years. Both of her sons are committed to the military and aerospace defense industries, giving her a deep understanding of the sacrifices made by US military families.
Professionally, Kelly has founded several law firms, spoken for the National Business Institute (NBI) and Lawline, co-authored the book Law Office on A Laptop. She also owns several businesses, including a business that supports military families.
More About Kelly
As a Certified Exit Planning Advisor (CEPA), Certified Entrepreneurship and Business Life Consultant and Myers Briggs Alignment and Natural Skills Consultant, Kelly combines professional knowledge and practical insight to protect and prosper you, your family and your business.
Kelly's extensive experience includes numerous leadership positions. She has presented at Florida Bar and American Bar Association events, served as PTO President for her children’s schools for over 7 years, served as Member and President of the JHS Boosters Board, and is currently the President of the Stuart/Jupiter Tri Delta Sorority Alumnae Group.
After years of volunteering she has combined her fundraising with her love of the military. Details are at thinklocalmilitary.com
As a speaker for various organizations and local businesses, she covers topics such as Protecting Your Family and Protecting Your Business, Growth & Exit Planning, Blessed Business Women, What is a Profitable Lawyer? and What Are Your Roles? and the Significant Seven.
Kelly has consulted and spoken to business entrepreneurs, entrepreneurial lawyers and families of all ages.
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Kelly’s mission is to create a plan for her clients that Protects and Prospers. As an Entrepreneur, Lawyer, Exit Advisor, Military Wife and Military Mom, she understands the importance of protecting family time, building a lasting legacy and impacting future generations.
