Scott is President of Kelly Financial and started in the business with his father, Jack, after graduating from the University of Montana in 1981 with a degree in Business Finance. He is a multi-year qualifier of the Million Dollar Round Table, Court of the Table, and Top of the Table producer. Scott is a current member of the ValMark Securities Qualified Plan Study Group, is a past President of the Madison Association of Life Underwriters, the Madison Estate Planner Council, and is currently a member of the Executive Committee of Goodwill Industries of South Central Wisconsin. He holds the following FINRA licenses:Series 6, 7, 24, 53, 63, 65.
Scott E. Kelly, CLU®, CPFA