The Kelly Group Announces Three Team Promotions

The Kelly Group is delighted to announce three well-deserved team promotions! Each of these individuals display outstanding dedication to our work and clients, and their new promotions reflect their contributions and growth.

Zachary Smith, CFP®, ChFEBC℠ has been promoted from Senior Financial Planner to Associate Advisor. Zach’s commitment to client success and his deep expertise in financial planning have consistently delivered strong outcomes. In his new role, Zach will take on expanded responsibilities, helping to lead our advisory services and guiding clients toward achieving their financial goals.

Lauren Madison, CFP® has moved from Financial Planner to Senior Financial Planner. Her analytical insight and client-focused approach have made her a valued member of our team. As a Senior Financial Planner, Lauren will play a key role in developing advanced financial strategies and mentoring fellow team members.

Kara Gier has been promoted from Client Services Associate to Client Services Specialist. Kara’s attention to detail and dedication to providing exceptional client service have greatly enhanced the client experience. In her new position, Kara will further strengthen our service operations and support our clients with even greater expertise and care.

Please join us in congratulating Zach, Lauren, and Kara on their well-deserved promotions!