Co-Founder and Director of Financial Planning for CONA Wealth, Kelly Landry, ChFC® has been working in the financial planning industry since 1999. She has extensive experience working with individuals/families, entrepreneurs, and business owners. Working as a holistic advisor, Kelly specializes in coordinating all aspects of a financial plan, including retirement accumulation and income planning, risk management, asset allocation, tax strategies, estate planning, and exit strategies.
In her role as Director of Financial Planning, Kelly oversees the financial plans created for the firm’s clients. She is enthusiastic about finding creative solutions for all our clients. Having been a single parent for years to her two young adult sons, Kelly has a special desire to help single, divorced, and widowed women take control of their finances.
Kelly’s entire career has been devoted to the financial planning industry. Kelly is always focused on increasing her value to her clients, so she is perpetually working on her knowledge and expertise through various educational opportunities. She has the Chartered Financial Consultant (ChFC®) certification as well as earned her Bachelor of Arts in Management/Specialization in Entrepreneurship, graduating summa cum laude from Northcentral University. These designations, as well as other ongoing education Kelly pursues, help her with advanced planning both for business owners as well as individuals.
In addition to her career, Kelly is active in her community. She has been a member of Soroptimist International of the Americas, a global volunteer 501(c)(3) organization that provides women and girls with access to the education and training they need to achieve economic empowerment, since 2010. She has served in many roles in her club, including President, Ways and Means Chair, Membership Director, and Service Chair.
Kelly is a Series 65 licensed investment advisor representative and a licensed insurance agent in Missouri (Lic. #8335435), California (Lic. #0C63534) as well as many other states and maintains a Missouri real estate broker’s license (2016038603).