Kelly Maumenee, WMCP®

Kelly serves as the primary Client Planning Specialist for the team, partnering closely with advisors to deliver comprehensive, personalized financial planning for clients. Kelly started in the industry in 1998, she is actively involved in client meetings and plays a key role in translating planning strategies into coordinated, actionable execution.

Kelly focuses on managing client cash flow, preparing and implementing financial plans, and coordinating with clients’ outside professionals on complex tax and estate planning matters. As a central point of continuity for clients, she helps ensure that recommendations are carried out efficiently and thoughtfully.

Kelly believes strong planning starts with listening, taking the time to understand each client’s goals, concerns, and priorities before developing a clear and actionable path forward.

In addition to her client-facing responsibilities, Kelly serves as Practice Manager for the team, overseeing day‑to‑day operations and supporting a high level of service across the practice. She is also an Assistant Vice President at Baird, reflecting her experience and leadership within the firm.

Kelly earned her BA from Montreat College in Human Services and holds the Series 7, 63, and 65 licenses. She is also a Wealth Management Certified Professional™ (WMCP®), designated by The American College of Financial Services.

Outside of work, Kelly enjoys life in the mountains of North Carolina, hiking, and spending time outdoors with her family.