Kelly serves SG Long Financial as a Financial Advisor and Investment Advisor Representative. She has worked in the financial services industry since moving from Alaska to New York City in 2001 and serves the broad needs of SG Long Financial's clients.
Kelly was born and raised in Fairbanks, Alaska and moved to the lower-48 for college in 1997. After receiving her B.A. in Washington state, she worked on Wall Street for 15 years where she grew to love big-city life and had the privilege of frequently traveling abroad, often to Africa. Kelly moved to Montana in 2017 where she’s slowly learning to downhill ski (she emphasizes slowly) and getting back to her life-long loves; fly-fishing, any fishing, camping, cowboy hats, and cross-country skiing. She still loves to travel and is sort of obsessed with local and international weather events and well-made cocktails.
Business Background: Publicity/Office Administrator for CSPR, Executive Assistant for JP Morgan - F&O, Houlihan Lokey - Financial Sponsors Group, and Deutsche Bank - Equities in New York, CEO of Alaska to Africa Travel, LLC from 2013-2020.
Education: B.A. in Communications from the University of Puget Sound, Tacoma, WA (2001).
Licenses: Series 7, 66; Life and Health, Disability, and Long Term Care Insurance