Employee Directory

President
Scott Kelly	skelly@kellyfi.com Direct Line: 608.294.4081
Vice Presidents
Christopher Moe	cmoe@kellyfi.com Direct Line: 608.294.4082
Darrell Osterloo	dosterloo@kellyfi.com Direct Line: 608.294.4093
Agents
John Friar	jfriar@kellyfi.com Direct Line: 608.395.3490
Mary Greenhalgh	mgreenhalgh@kellyfi.com Direct Line: 608.294.4089
John (Jack) Kelly	jmk@kellyfi.com Direct Line: 608.395.3492
Russ Tieman	rtieman@kellyfi.com Direct Line: 608.294.4084
Plan Managers
Terry Gensler	tgensler@kellyfi.com Direct Line: 608.294.4098
Linda Lohr	llohr@kellyfi.com Direct Line: 608.294.4095
Support Staff
Amanda Calabrese	acalabrese@kellyfi.com Direct Line: 608.395.3491
Chandra Fenn	cfenn@kellyfi.com Direct Line: 608.294.4083
Tarrah Fuerstenberg	tfuerstenberg@kellyfi.com Direct Line: 608.395.3482
Susan Gurney	sgurney@kellyfi.com Direct Line: 608.441.9399
Jeanne Peterson	jpeterson@kellyfi.com Direct Line: 608.395.3480

120 E Lakeside Street, Madison WI 53715
Phone: 608.284.0120 | Fax: 608.294.9344 | E-mail: info@kellyfi.com

Securities Offered Through ValMark Securities, Inc.
Member FINRA & SIPC Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor
130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 • 1-800-765-5201
Kelly Financial Inc. is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
Not FDIC Insured. Not a Deposit Product. May Lose Value. No Bank Guarantee.

Employee Directory

President

Vice Presidents

Agents

Plan Managers

Support Staff