Our Staff

Scott is President of Kelly Financial, Inc. Scott started in the business with his father after graduating from the University of Montana in 1981 with a Bachelor of Science degree in Business Finance. Scott received his Charter Life Underwriter (CLU) degree in 1996. He is a multi-year qualifier of Million Dollar Round Table, Court of the Table and Top of the Table producer.

Scott is an Independent Insurance & Advisory Representative with ValMark Securities and a current member of ValMark Securities Qualified Plan Study Group.

Scott is a past President of the Madison Association of Life Underwriters and of the Madison Estate Planner Council. He is a Board Member of Goodwill Industries of South Central Wisconsin and currently serves on the Executive Committee.

Darrell is Vice President of Operations at Kelly Financial. He joined Kelly Financial in 2003 and his responsibilities include general office management. Darrell’s primary background is in the retirement plan industry in which he started in 1994. Prior to joining Kelly Financial, Darrell was an officer at US Bank and was a supervisor at McGladrey & Pullen.

Darrell is a member of the American Society of Pension Professionals & Actuaries (ASPPA) where he earned the Qualified 401(k) Administrator (QKA) designation. Darrell is also a member of the Madison Benefits Council.

Darrell earned a BS in mathematics/business administration from Illinois State University.

Chris is Vice President of Business Development at Kelly Financial, Inc. He joined Kelly Financial in 2010. His role is to drive strategic partnerships and to develop and retain clientele. He is responsible for furthering the growth of Kelly Financial and expanding the long-term business success of the insurance and retirement planning services.

After graduating from the University of Wisconsin Madison, Chris spent 15 years at ADP, Inc. in various sales and management roles including heading up the Small Business Sales Wisconsin Region.

Chris is an active member of the Madison Benefits Council.

Scott is President of Kelly Financial, Inc. Scott started in the business with his father after graduating from the University of Montana in 1981 with a Bachelor of Science degree in Business Finance. Scott received his Charter Life Underwriter (CLU) degree in 1996. He is a multi-year qualifier of Million Dollar Round Table, Court of the Table and Top of the Table producer.

Scott is an Independent Insurance & Advisory Representative with ValMark Securities and a current member of ValMark Securities Qualified Plan Study Group.

Scott is a past President of the Madison Association of Life Underwriters and of the Madison Estate Planner Council. He is a Board Member of Goodwill Industries of South Central Wisconsin and currently serves on the Executive Committee.

John (Jack) is a lifelong resident of Madison – except for two years in the service in Germany with the Army Engineer Corp. Jack graduated from the University of Wisconsin with a Bachelor of Science degree in Economics. Jack received his Charter Life Underwriter (CLU) degree in 1964. He is a Life Qualifying Member of Million Dollar Round Table.

Jack started Kelly Financial Group in 1957 to sell and service individual and group life, health, disability & retirement plans.

Jack is past President of Life Underwriters Association, Madison CLU Chapter, and Madison Estate Planning Council. He is past Chairman of the Board for The University Bookstore. Jack is currently serving as member of the Board of Advisors for the University of Wisconsin Waisman Center.

Mary has been a partner at Kelly Financial since 1988. Her general practice includes individual, estate and business planning, investments and employer sponsored retirement plans. Mary’s experience includes key person and business continuation strategies as well as personal planning for individuals and business owners. She has been a top producer in disability income sales as well as long term care sales.

Mary received her LUTC Fellow designation in 1992. Mary is a multi-year qualifier of the Million Dollar Round Table, Court of the Table and Top of the Table producer.

Mary is the past President of Madison East Rotary and Madison East Rotary Foundation. She has served on the Board at Maple Bluff Country Club where she held the position of Director of Membership. Mary also served on the Dean’s Advisory Board of the College of Letters & Sciences at UW Whitewater.

Russ joined Kelly Financial in January of 2000. His primary role is to help businesses and individuals with their retirement planning needs. Russ also helps clients with their insurance and investment needs. He works closely with these clients to create and implement a strategy that meets their primary goals and objectives.

Russ graduated from the University of Wisconsin-Eau Claire Business School with a degree in Finance and Accounting. Russ has earned his Series 6, 63 and 7 security licenses. In addition, he has earned his life and health licenses.

Russ is President of the Mad-City Water Ski Team and an active board member of the Clean Lakes Alliance.

John joined Kelly Financial, Inc. in November of 2007. He works with businesses and individuals helping them with their insurance, investment and retirement planning needs. John works closely with these clients to create and implement a strategy that meets their primary goals and objectives.

John graduated from the University of Wisconsin - Whitewater Business School with a degree in Finance. He currently holds his Series 6 and 63 security licenses, as well as his life and health licenses. John is pursuing his Chartered Financial Consultant (CHFC) designation.

Terry has been a Retirement Plan Manager with Kelly Financial since September of 1999. He has more than 19 years of experience focusing on Qualified Retirement Plan Administration.

Terry assists clients with plan design, plan implementation and ongoing administration of their retirement plans. His experience also includes compliance testing, government forms filing and IRS submissions. Terry is a resource for problem resolution for both clients and employees.

Linda began with Kelly Financial as a Pension Assistant in February of 1995 and soon after she became a Retirement Plan Manager.

Linda assists clients with plan design, plan implementation and ongoing administration of their retirement plans. Her experience also includes compliance testing, government forms filing and IRS submissions. Linda is a resource for problem resolution for both clients and employees.

Linda takes satisfaction in helping her clients develop and maintain plans that will best fit their needs. Over the years she has enjoyed the relationships she has developed with her clients.

Amanda is the Financial Services Team Coordinator at Kelly Financial. She joined the team in September of 2005. Her primary role is supporting Scott Kelly, President of Kelly Financial. She also oversees all workflow among the support team, which facilitates good communication between the sales and support teams.

Jeanne has been with Kelly Financial since November of 1999. Initially she was a Retirement Plan Manager and in 2001 she became the Client Services Coordinator.

Jeanne enjoys greeting the many clients and visitors that come to the office while she also provides administrative support for Kelly Financial. She says her greatest privilege is the opportunity to help clients with their service needs.

Tarrah joined Kelly Financial in January of 2008 as a Financial Services Team Assistant. She provides administrative support to the sales team and enjoys servicing Kelly Financial clients.

Susan has been with Kelly Financial for 20 years starting as the Office Manager and moving into the Accounting Department in 1999.

She enjoys meeting and working with the Kelly Financial clients, and enjoys offering her support to the company.

Chandra joined Kelly Financial in June of 1999. She has served in various roles over the years here from Administrative Assistant to Executive Team Coordinator. In June of 2011 she became the Retirement Plan Coordinator for Kelly Financial. Chandra oversees the installation process of Retirement Plans. She works closely with the Sales Team and Retirement Plan Managers to ensure a smooth process.