Kelly C. Sheahan, RFC, AIF®

Position
Chief Compliance Officer, Vice President of Operations, Financial Advisor
Phone
(301) 812-1550
Get in Touch

Kelly is the Chief Compliance Officer, Vice President of Operations and a Financial Advisor. In her role, Kelly manages the day to day functions of the company, while also helping clients to develop and implement their goals. She is passionate about her work and eager to guide clients to financial success. She joined the team in 2012 after graduating from University of Maryland, Baltimore County.  Kelly is registered with the International Association of Registered Financial Consultants.

Kelly is a resident of Annapolis and loves exploring the sites and scenes of her native state, as well as traveling to new destinations.  In her free time, she can be found with friends, trying new restaurants, tasting ciders at local cider mills, or visiting with her family and beloved dogs Wally and Pepper.  She is an avid reader, a lover of trivia, and a fan of art.