Kelly Maumenee, WMCP®

As our Client Planning Specialist, Kelly collaborates with the team in implementing client’s financial plans.  As a first point of contact for client questions, she focuses on managing client cash flows and preparing client reviews.  She also works closely with clients and their professional advisors on issues related to estates and tax planning. 

Kelly earned her BA from Montreat College in human services, and she holds the series 7, 63, and 65 licenses.  In 2022, Kelly obtained her Wealth Management Certified Professional designation from the American College of Financial Services.

 Kelly enjoys living in the mountains of North Carolina.  Her favorite time is spent with her family in the beautiful outdoors.