Partner & Vice President, Financial Planning
Investment Committee Member

Kelli is a CERTIFIED FINANCIAL PLANNER™ (CFP®). She consults with individuals & families to identify personal financial goals and resources, design financial strategies, and make personalized recommendations, that when implemented, assist the client in achieving their goals. Kelli is committed to delivering highly-personalized service and building long-term relationships with clients. Kelli has over 12 years of experience and is currently taking on new clients who are seeking one-on-one investment guidance, wealth management and income strategies. As a fee-only financial planner, she doesn’t sell any products or earn any commissions for her recommendations.

Kelli received her Bachelor’s Degree with a dual concentration in Finance and Management from the University of New Hampshire. She has been serving BFP’s Wealth Management clients since 2019 and is a member of the BFP Investment Committee. In addition to her commitments at Beacon, she also serves as the Vice President on the Estate Planning Council of Cape Cod, and as a board member for Calmer Choice. In 2022 she was recognized by Cape and Plymouth Business Magazine as one of the Top 40 Professionals under the age of 40. Kelli lives in Dennis with her three children. In her free time Kelli enjoys running road races, gardening, going to the beach during the summer, and spending time with her family. 

  • Favorite Book or Movie: “The Chronicles of Narnia” by C.S. Lewis. It was the first book series I remember reading as a child, and it opened the door to fantastical creatures and wild imagination. I’m also a sucker for rom-coms. From Pretty Woman to The Proposal, I love them all!
  • Professional Hero, Role Model or Inspiration: Joel Aronson;  he was my first mentor in financial planning, and will always hold a special place in my heart. He took a chance by allowing me to be on his team and that opened many doors for me. And Carmen Grinkis, because she showed me the importance of being myself in this profession. It has led to deeper, more authentic, and fulfilling relationships with my clients, which I value above all other measures of success in my career.  
  • Words to live by: If you doubt yourself, others will too. Also, mistakes happen and they are part of life. What’s important is facing them head-on, accepting responsibility, and taking the next step to fix them.