KELLY GANNON, CFP®, ChSNC®

Senior Financial Planner

My name is Kelly Gannon and I am the Senior Financial Planner. My role is to assist Kristen and Luke in planning for clients and providing top level service.

My path to becoming a financial advisor was a winding one, but I have not looked back. I am passionate about helping people achieve their dreams and feel secure in their financial future. I take great care to understand clients, their goals, and concerns. Using this information, I work diligently to build a comprehensive, customized plan. My goal is to guide clients in making well-informed, educated decisions that are aligned with their goals.

I earned master’s degrees from Virginia Tech in Accounting and VCU in Communications. I hold series 6, 7, 63, and 65 licenses, as well as a Chartered Special Needs Consultant^® designation.

Outside of work, you will most likely find me outside. My partner, Matt, and I enjoy running, hiking, biking, paddling, and fishing together. I also ride, show, and fox hunt with my horses. And not to be left out is our dog, Kris Kringle McKringleberry, with whom I volunteer with Dogs on Call at VCU Health.