Kelly owns Triskele Coaching and Consulting. Started in 2024 after the sale of her financial planning practice, she's combined her 30+ years of financial and tax planning knowledge, life planning and Co-Active coaching training, working with clients, teaching and mentoring ACP members how to be planners, into a blended coaching business. Kelly focuses on helping the financial planner and non-industry related folks find and define what is important to them and devise ways to allow them to live into their optimum life, balancing their business, clients, family and life.
Kelly was the former owner of Harbor Light Planning in Novi, Michigan. Since the founding of her firm in 2004, its planners have been holistic, fee-only, and fiduciary with a goal of walking side-by-side with each client as they achieve their goals and dreams. Kelly was honored to have built a thriving practice during her 21 year tenure.
Kelly holds a bachelor’s degree from Michigan State University's College of Business. She is a CERTIFIED FINANCIAL PLANNER™ certificant, IRS Enrolled Agent, Registered Life Planner designation, and NAPFA-retired financial advisor. Kelly has completed the Co-Active Coaching training program.
Prior to founding her firm, Kelly was a senior planner at Cambridge Connection, and held tax preparation and financial management positions at various companies. Kelly joined what was to become the Alliance of Comprehensive Planners (ACP) in 1998. She has since trained many advisors in ACP’s holistic financial planning philosophy and methodology, and has served the organization in a wide variety of roles involving ACP's training program, annual conferences, and new member mentorship and has served on the ACP Board of Directors.
When Kelly isn’t at work, you can find her in the woods, kayaking on the Great Lakes and other places around the world, or playing with her grandson.