Kelly Town, FPQP®
Integrator, Paraplanner, and Director of Client Services and Operations
Key Role: Ensures paperwork, workflows, operations, and client requests are in order and running smoothly. She is the maestro between our clients and our internal team members.
Kelly’s strong attention to detail and ability to prioritize tasks efficiently make her a natural fit for the Horizon Financial team. She has firsthand experience in fulfilling the needs of clients and small business owners through extensive involvement within her family’s businesses. Kelly serves as the head of office operations, ensuring that the daily operational needs of our practice are running smoothly.
Kelly currently holds her Financial Paraplanner Qualified Professional (FPQP®) designation and recently passed her Series 65, Uniform Investment Advisor Law Examination administered through FINRA.
Kelly is a graduate of Liberty University with a degree in business administration–finance. She was raised in Traverse City. Kelly’s favorite activity is spending time with her husband, daughter, and dog on the beautiful Northern Michigan lakes, boating, and waterskiing.
Fun Fact: Kelly loves breakfast food any time of day and will eagerly join you at the karaoke machine.