Kelly McShane Financial Advisor
pronouns: she/her
As an advisor at Chicory Wealth, it is an honor to support our team and collaborate with clients through holistic, values-aligned financial life planning.
I hold a Bachelor of Science Degree in Rehabilitation Counseling with a minor in Psychology from Northern Illinois University and earned my Certificate in Financial Planning from Boston University. I have successfully passed the CFP® exam and am now completing my final requirement of professional experience to become certified.
A balanced life for me includes learning every day, laughing long and often, eating all the vegan food, moving my body, and spending lots of time in nature with my partner.