MORE ABOUT KELLY
Kelly's Story
As a daughter, sister, wife, mom and business owner, Kelly shares a few photos as she knows she has been truly blessed!
Kelly is 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 30 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 over 30 years. Kelly's husband served as an Air Force officer and pilot for over 28 years. Both of her sons are committed to the military and aerospace defense industries as engineers and her youngest son is a US military officer, giving her a deep understanding of the sacrifices made by US military families.
Kelly is the founder of Kelly's Briefing Room, a mastery group for career military families, focusing on protecting what you have already built and planning for an even greater future.
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 several businesses that support military families.
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 group leadership experience includes numerous positions. She has presented at Florida Bar and American Bar Association events, co-founded Ladies of the Roundtable business growth group, lead several networking groups, served as PTO President for her children’s elementary school for over 7 years, served as member and President of her local high school's Boosters Board, and served as the President of her college sorority alumnae group. Gathering to make a difference is part of what Kelly does best!
After years of volunteering she has combined her fundraising with her love of the military as she has coordinated with local artists to create military "with love from home" products. More details about her love of patriotism are found 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?, What Are Your Roles? and the Significant Seven.
Kelly has consulted and spoken to business entrepreneurs, entrepreneurial lawyers and families of all ages for over 30 years.
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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.
