Kelly became a financial advisor in 2005 because she loves to help people. She received her CFP® certification in 2009. In 2018, Kelly and her partner Becky Gillette formed the private wealth management firm, LynnLeigh & Company. LynnLeigh & Company is an SEC registered investment firm, dedicated to making a positive financial difference for families. Kelly and her team enjoy working with a select group of business owners, executives and retirees. She realizes that she cannot be all things to every investor, and she is OK with that. Her approach starts with developing long-term, face-to-face relationships with her clients and continues by following a 5-step consultative process to your develop your financial goals, including strategies related to:
- Retirement savings
- The impact Social Security and Medicare may have on retirement
- 401k and business retirement planning
- Generating income in retirement
- Estate considerations
- Insurance needs
Kelly and her team are regarded for client service excellence. She believes that this service excellence distinguishes her from her peers in the financial service industry. Kelly has been passionately involved with thoroughbred horses for over 40 years. She regularly visits her family's horse farm in Camden, South Carolina, where she helps her parents with chores whenever she can. Her daughter is even showing a pony that her parents bred. Kelly enjoys working on her family produce farm with her husband, Gene and their kids Grace and Liam. Kelly has been a member of the Rochester Women's Giving Circle (RWGC) since 2012 because of their dedication to helping women and girls become economically independent. She also is the Committee Chair for The Derby at the Genesee Country Village and Museum which will donate $20,000 to the RWGC in June of 2014 to help them further their reach in Upstate New York.
