Amy Kelly, CFP®, CDFA®

INTRODUCTION/GENERAL COMMENTS/PERSONAL GOALS FOR INVOLVEMENT IN COLLABORATIVE FAMILY LAW CASES:

I believe the collaborative divorce process provides an environment for all parties to be as comfortable as possible, with open lines of communication and full disclosure of information for the purpose of efficiently reaching agreements and terminating a marriage. Incorporating the financial neutral in the process is instrumental for the individuals to make informed financial decisions and to begin the next phase of their lives with a solid understanding of their finances. I have almost 20 years of experience advising clients to help them achieve their financial goals.

FIELDS OF PROFESSIONAL PRACTICE:

Financial Planning for Divorce

Comprehensive Wealth Management

Investment Management

PROFESSIONAL LICENSES:

Certified Financial Planner, CFP, 2003

Certified Divorce Financial Analyst, CDFA, 2013

PROFESSIONAL EDUCATION/UNDERGRADUATE EDUCATION:

Bachelor of Arts, 1997 — Ohio Wesleyan University

COLLABORATIVE PRACTICE GROUP MEMBERSHIPS:

Central Ohio Academy of Collaborative Divorce Professionals

PROFESSIONAL EXPERIENCE/ACTIVITIES:

Member, Financial Planning Association (FPA)

Member, National Association of Personal Financial Advisors (NAPFA)

Member, Institute for Divorce Financial Analysts (IDFA)

Member, National Association of Women Business Owners (NAWBO)

2014 - 2017 Named a Five Star Wealth Manager by Five Star Professional*

PERSONAL INTERESTS/ACTIVITIES:

When I am not working, I spend my free time with my two elementary school children (per my 50/50 shared parenting plan with their father). When my husband and I are not with my children or his children, we try to stay active and exercise. I can often be found out on a run in our hometown of Westerville.

COLLABORATIVE PRACTICE AND RELATED SKILLS TRAINING

YearTraining TypeInstructorHours
2015Collaborative DivorceCOACDP Training Committee12
2015Basic MediationOhio Supreme Court14
2016Advanced Collaborative Divorce Training
2017Advanced Collaborative Divorce Training

*How was I selected?

Five Star Professional relied on one of three sources — firm nomination, peer nomination and qualification based on industry standing — to identify award candidates. Award candidates were evaluated against 10 objective criteria such as client retention rates, client assets administered, and a favorable regulatory and complaint history. The resulting list of 2014 Five Star Wealth Managers represents an exclusive group of Columbus-area wealth managers who provide quality services to their clients.