KEVIN PAUL KELLY & ASSOCIATES FINANCIAL SERVICES - Key Persons


Kristi Avery

Job Titles:
  • Registered Principal / Branch Coordinator
Kristi Avery is a Accredited Investment Fiduciary®, Registered Principal and Investment Advisor Representative, as well as a licensed Life and Health Insurance agent. Kristi has been with Kevin Paul Kelly & Associates since the fall of 2004. She is a 2000 Honors Graduate of Brethren High School of Brethren, MI. Kristi attended Northwestern Michigan College from 2000-2003, graduating with dual Associates degrees in Arts and Health and Sciences, with a focus on Business and Marketing. In 2003, she graduated Summa Cum Laude from Ferris State University with a Bachelor's of Business Administration and certificate degrees in International Business and Human Resources Management. Kristi has a focus on Sustainable, Responsible and Impact Investments that provide investors the ability to monitor their investment's Environmental, Social and Governance factors.