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Margaret Kaetz Kelley, CFP®

Margaret Kaetz Kelley, CFP®


Margaret has worked in Financial Planning for over two decades. She graduated Summa Cum Laude from Auburn University in 1989 and earned her Certified Financial Planner™ designation in 2006. While she likes the “numbers” aspect of Financial Planning, her favorite part of her work is the relationships she builds with the clients she serves.

Margaret serves our clients through Cash Flow Analysis, Retirement Forecasting, Business Owner Financial Analysis, and Business Owner Retirement Plan Management.

Margaret is married and has two adult children. She loves traveling, reading, Disney, and the Auburn Tigers.