THERE'S A LOT OF HISTORY IN THE PRESENT.


For over 50 years, Kelly Financial has been Wisconsin’s distinguished voice of reason and trust in the tumultuous world of investments, insurance and retirement planning. That’s because we listen to your needs, develop a strategy to meet your goals and then keep a keen eye on the performance of the strategy.

As fiduciaries, we place your interests ahead of ours, not simply because recent legislation mandates that we do, but because that’s what we’ve done for decades. And when you have decades of experience, you have history on your side, and that means knowing what works, understanding the proven, rather than relying on the questionable.

Our Staff

Scott Kelly

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

President

608-294-4081

Darrell Osterloo

Darrell is Vice President of Operations at Kelly Financial. He joined the company in 2003 and is responsible for retirement plan administration and general office management. Prior to joining Kelly Financial, Darrell was an officer at US Bank and a supervisor at McGladrey & Pullen. He is a member of the American Society of Pension Professionals & Actuaries (ASPPA) where he earned the Qualified 401(k) Administrator (QKA) designation and is a member of the Madison Benefits Council. Darrell graduated with a BS in Mathematics/Business Administration from Illinois State University.

Darrell Osterloo, QKA

VP of Operations

608-294-4093

Russ Tieman

Russ joined Kelly Financial in 2000. His primary responsibilities are to assist businesses, individuals and families with their retirement planning needs. Russ also consults with clients about their insurance and investment needs. Russ graduated from the University of Wisconsin – Eau Claire business school with a degree in Finance and Accounting, and has earned his Series 6, 7 and 63 security licenses. In addition, Russ has also earned his life and health insurance licenses.

Russ Tieman, CPFA

Senior Retirement Plan Specialist

608-294-4084

Mary has been a partner at Kelly Financial since 1988. Her responsibilities include individual, estate and business planning, investments, and employer-sponsored retirement plans. She is experienced in key person and business continuation strategies and personal planning for individuals and business owners. She has been a top producer in disability income sales and long-term care sales. Mary received her Life Underwriter Training Council Fellow (LUTCF) designation in 1992, and is a multi-year qualifier of the Million Dollar Round Table, Court of the Table, and a Top of the Table.

Mary Greenhalgh, LUTCF

Senior Sales Executive

608-294-4089

Lauren Vieth

Lauren joined Kelly Financial in 2014. Her primary role is to support the retirement plan participants offering education and guidance to help them maximize their benefit. In addition, Lauren works with individual clients on retirement planning, distribution strategies and college savings plans. Lauren graduated from Miami University of Ohio in 2004 with a degree in Organizational Communications. She has earned her Series 6 & 63 security licenses.

Lauren Vieth

Relationship Manager

608-395-3490

Steve Broihahn

Steve joined Kelly Financial in 2015 and works alongside wealth management clients and retirement plan participants with the goal of helping them achieve their financial objectives. Steve is also involved in retirement plan administration. He graduated from the University of Wisconsin – Madison in 2015 with a Bachelor’s degree in Personal Finance. He has earned his Series 6 & 63 security licenses and is a Certified Financial Planner™.

Steve Broihahn, CFP®

Client Relationship Consultant

608-294-4082

Amanda Calabrese

Amanda joined Kelly Financial in 2005 and serves as the company’s Financial Services Team Coordinator. Her main responsibility includes assisting Scott Kelly with client communication, documentation and follow-up as well as overseeing all workflow among the organization to facilitate strong communication between the sales and support teams.

Amanda Calabrese

Financial Services Team Coordinator

608-395-3491

Tarrah joined Kelly Financial in 2008 and provides administrative support to the sales team. In her support services role, Tarrah helps to manage the massive amounts of paperwork and filings associated with the financial services industry providing accuracy, efficiency and operational excellence to Kelly Financial. She also works closely with Amanda Calabrese to ensure that administrative processes are in place that provide clarity to each client.

Tarrah Fuerstenberg

Administrative Support

608-395-3482

Chandra Fenn

Chandra joined Kelly Financial in 1999 and has served in various roles and capacities over the years. She has served as an Administrative Assistant to Executive Team Coordinator, and in 2011 was named the company’s Retirement Plan Coordinator. Chandra oversees the installation process of retirement plans and works closely with the sales team and retirement plan managers to ensure seamless transitions and implementations.

Chandra Fenn

Retirement Plan Coordinator

608-294-4083

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