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It is an honor to serve as your President this year. In Novem-ber, the Austin Chapter was awarded the Gold Level Achieve-ment Award at the 2013 FPA Chapter Leaders Conference, continuing a long string of winning the highest level chapter award from FPA National. In 2014, I want to continue to build on our chapter’s many successful programs.
The year is already off to a great start for the Austin FPA! We have an awesome group of officers this year working extremely hard to offer interesting and informa-tive programs and focusing on our members getting great value from FPA. Our board consists of both people with a lot of experience in the Austin FPA, as well as new board members who are bringing great ideas to further improve our chapter. It’s not too late to get involved in one of our committees this year; we are always look-ing for help. Joining a committee is a great way to learn more about FPA and our chapter.
One area where we can use everyone’s help is in recruiting sponsors. We currently have six Platinum Sponsors and four Gold Sponsors. We really need ten Platinum sponsors (one for each of our meetings in 2014) and additional Gold Sponsors. Aus-tin FPA sponsorship is a unique opportunity for companies to reach the largest and best group of local financial planners at very reasonable cost. If you know of a com-pany or individual you do business with that could benefit from working with other FPA members, please tell them about this opportunity or contact our Sponsor Direc-tor, Christopher Van Slyke. Thanks for your help!
Scott Derber and Daphne Jordan, assisted by Brittany Farris, orchestrated a very suc-cessful Career Day in February. We had a broad variety of employers interviewing the most diverse group of candidates we have ever had. In addition, Platinum Spon-sor Per Stirling Capital Management sponsored our first ever Career Day Scholar-ship. We hope to make this the first annual Career Day Scholarship! To top it off, Deena Katz from Texas Tech gave a very well received luncheon talk.
Now that we’re finally coming out of a long, cold (at least for Austin) winter, it’s time to start getting ready for our annual golf tournament on May 13, benefiting Strong Start. Darleen Gilmore and her committee are working hard to make this the biggest and best tournament ever. Put together a foursome to come out and have fun, socialize with your fellow FPA members, and help support Strong Start.
As always, please let me or any board member know how we can make your FPA experience even better. Here’s to another great year for the Austin FPA!
Best regards,
Bleckley Dobbs
F I N A N C I A L T I M E S
M A R C H - J U N E 2 0 1 4
MAY 13
FPA AUSTIN LUNCH 11:30 am -1:15 pm
TWIN CREEKS
COUNTRY CLUB CEDAR PARK
SPEAKER ARNOLD VAN DEN BERG CENTURY MANAGEMENT
GOLF TOURNAMENT 1:00 REGISTRATION
1:30 SHOTGUN START
JULY 1
FPA AUSTIN LUNCH 11:30 am -1:15 pm
AUSTIN COUNTRY CLUB
SPEAKER BLAKE HASTINGS
FEDERAL RESERVE BANK OF DALLAS,
SAN ANTONIO BRANCH
WE’RE OFF TO A GOOD START!
PAGE 2
FPA Austin Job Bank - FREE Member Benefit!
Looking to fill a position in the near future? The FPA Austin Job Bank can help!
FPA Austin members: Post jobs for 30 days at no charge.
Non-FPA Austin members: Post jobs at the affordable rate of $45 per 30 day listing.
Contact: Sarah Frankenfeld, [email protected]
For information on becoming an FPA member contact:
Krist in Stouffer, Membership Director Krist [email protected]
The benefits of joining FPA include discounts on books and programs.
CAREER DAY PAGE 3
How did you make your break into the financial industries field? Was it a newspaper ad of long ago, a monster.com posting or various forms of serendipity?
According to research by local career solutions firm, Right Management, the personal interaction of networking, consistently trumps other job seeking methods. Right Management, which is an arm of Milwaukee-based staffing giant, Manpower Group, has surveyed individuals receiving its outplacement services for the past five years. Each year, networking led the race an average of 45% for its sample group of 46,000 as a successful way to obtain employment over other methods such as internet job boards, agencies/recruiters, direct approaches, newspaper ads and other. In February, CFP hopefuls had the opportunity to master the art of network-ing with Austin-area financial companies at the Austin FPA Career Day. This season’s Career Day continued a seven year tradition of networking and interviews for career-changers and new starters. Employers were given the chance to find their next star to add value to their firm in a central meeting place. To find these stars, CFP Program Directors and university financial professors from everywhere between Dallas to Lubbock, Houston to San An-tonio and of course, Austin were reached. Nine businesses signed up to pos-sibly open their doors to an intern or staff member. Candidates arrived dressed in their business finest, some with a touch of nerves, to engage in practicing their elevator speech and dazzling interviewers with their charm and potential. In peeking into the room, some lightly joked that the inter-view sessions appeared to equate to speed interviewing (a play on speed dat-ing experiences), but clicked into serious mode once face-to-face with their prospective future boss. Several sponsors added to the atmosphere by filling the front atrium with informational booths about their services. Who was hired? Well, the jury is still out as firms conduct their internal methods of vetting. As Will Rogers said, “You never get a second chance to make a good first impression.” Whether or not follow-up interviews were received, each candidate got a taste of their future as they enter their journey into the financial field.
With FPA membership you have access to financial planning articles and research publications.
AUSTIN FPA CAREER DAY
PAGE 4
CFP® PROFESSIONALS:
Are You Listed in Our “Find a CFP® Professional” Search Tool?
CFP Board’s websites, www.CFP.net and www.letsmakeaplan.org, prominently feature our “Find a CFP® Pro-
fessional” search tool, which is designed to connect CFP® professionals with potential clients. If you aren’t cur-
rently participating, it is easy to sign up.
For your information to be included in the CFP® professional search tool, you must:
1. Accept the Terms and Conditions
2. Indicate that you currently accept new clients;
3. Identify yourself as a practicing financial planner; and
4. Include at least once "Search Address" in your CFP® Professional Search Profile.
To participate, or to review your search profile and update your compensation information, log in at
www.CFP.net/log-in, access your account, and select the “Update Search Profile” link.
This popular tool now allows CFP® professionals to upload a photo and provide additional information about
their businesses, including an optional disclosure or disclaimer statement, and up to 6 business addresses.
The tool also includes a new feature that will allow potential clients to contact CFP® professionals with an
appointment request or other message directly through CFP Board’s website.
Regardless of whether you choose to participate in the enhanced CFP® professional search function, your
information is available to the public through a separate CFP® certification verification function. This verification
function allows individuals to confirm a financial planner’s certification status by entering the planner’s first and
last name.
If you have questions about CFP Board’s CFP® professional search tool, please contact us at 800-487-1497 or
CFP® Continuing Education Credits are available for FPA luncheon attendance and by reading the Journal of Financial Planning.
Resume Resource Center
Are you looking for a job and want to post your resume to the FPA website? This service is available to members only. To have your resume posted, send it in PDF format to [email protected]. Please specify if you are looking for full-time, part-time or an internship position.
GOLF TOURNAMENT PAGE 5
For More Information Contact: Darleen Gilmore [email protected]
ANNOUNCING... FPA AUSTIN 13TH ANNUAL
CHARITY GOLF TOURNAMENT
SPONSOR OPPORTUNITIES:
TEE-SIGNS - $600 Your name will be included on the bottom of every Tee Sign REGISTRATION - $300 Gifts will be provided to all registrants with your logo included BEVERAGE CART - $300 Your name and logo on the beverage carts that circulate the course. HOLE SPONSORS (GOLD PARTNERS ONLY) - $200 Your name and logo on a Tee sign at a designated hole. HOLE SPONSORS (NON-AFFILIATED) - $300 Your name and logo on a Tee sign at a designated hole. DINNER SPONSOR - $1000 Your name, logo and slogan on the banner at the dinner. Opportunity to speak to the group. AWARDS - $300 Your name and logo on the banner at the table with the awards. Opportunity to present the awards. PRIZES - $300 Your name and logo on the banner at the table with the prizes.
Benefitting STRONG START with a mission to prevent the cycle of child abuse and neglect by early intervention that focuses on building successful and resilient children, strengthen-
ing parents and preserving families.
WHEN: Tuesday, May 13, 2014 WHERE: Twin Creeks Country Club REGISTRATION: EARLY: $95/person, $360/team LATE (After 5/6/14), $125/person/$500/team
SPONSOR PROFILE PAGE 6
Headquartered in Austin, Texas, Per Stirling was founded in 2009 with the goal of providing financial advisors and their cli-ents with a proven alternative to the traditional wealth manage-ment experience.
Our two founders drew upon their broad management pedigree, and all of the lessons learned over a combined almost fifty years of industry experience, in designing Per Stirling to be an organization that incorporates the best of industry practices, while eliminating those practices that we believe are harmful to the advisor/client relationship.
Per Stirling takes great pride in the professionalism, experience and expertise of its financial advisors, and is very pleased to offer a wide array of wealth management services including portfolio management, financial planning, consulting, and the coordination of a client's financial, legal and tax plans.
At Per Stirling, we adopt fiduciary standards of care across all aspects of our business, and our affiliated advi-sors are committed to always put the best interests of their clients above all else. This commitment to the high-est ethical standards, combined with the firm’s independent, entrepreneurial culture, exceptional amenities, and generous compensation, have allowed Per Stirling to attract some of the area’s top planners and advisors, and develop into one of the largest wealth management firms in central Texas.
We invite you to learn more about Per Stirling and encourage your questions and comments. We will look for-ward to the opportunity to tell our story.
The benefits of joining FPA include discounts on books and programs.
FPA AUSTIN JOB BANK: http://www.austinfpa.org/
jobbank.cfm
NATIONAL JOB BANK: http://careers.FPAnet.org/
MEMBER JOB BANK Looking to fill a position in the near future? Then the FPA Austin Job Bank is what you need! FPA Austin members: May post jobs for 30 days at no charge. Non-FPA Austin members: May post jobs at the affordable rate of $45 per 30 day listing.
Simply go to http://www.austinfpa.org. Career & Practice, Job Bank. Click on Submit Job for Listing. You will need to fill in the information about your job posting, exactly as you would like it to appear.
Members: You will be asked to sign in as a member. Be sure to do this or you will be asked pay at the end.
Non-members, we must have full payment for the ad before it can be posted. You can pay with a credit card online or mail a check to us. Make checks payable to FPA Austin.
MEMBER PROFILE PAGE 7
With FPA membership you have access to financial planning articles and research publications.
Daphne is a member of the Austin FPA, NAPFA and former member of the Writers’ League of Texas. She volunteers as a financial coach for low income families at Foundation Communities and is actively involved at her church. You can often find her planning a so-cial event or cooking for family and friends, traveling, reading, listening to music or at Town Lake.
She looks forward to meeting you.
FPA BOARD MEMBER SPOTLIGHT Daphne Jordan
Almost everyone deals with two treasures that they are sometimes not prepared to handle: children and money. Daphne has had the opportunity to receive training and experience in each of these areas. Prior to joining Austin Asset in 2013, this UT Austin math graduate was as an elementary teacher where she molded young minds as well as provided curriculum training to teachers at district, regional and state levels. She later went on to serve as the business manager at a local church. In this capacity, she ensured 501(c) (3) com-pliance, budget maintenance, strong internal controls, en-gaging supervision and oversaw various accounting func-tions. Artist, Vincent Van Gogh once said, “I dream of painting then I paint my dreams.” Daphne’s desire to educate, ad-vise and guide people and nonprofits about their finances, so that they in turn could create their dreams, led her to enter the University of Texas Financial Planning Certifi-cate program. At Austin Asset, she currently assists the planning team to develop financial blueprints and serve clients in their fi-nancial needs. She realizes that no one knows the future, but that a well-thought-out plan goes a long way in smoothing out any potential bumps.
Enjoy the many
benefits of
joining FPA.
For information
on becoming an FPA
member contact:
Krist in Stouffer, Membership Director
Krist in.Stouffer
@frostbank.com
W E L C O M E N E W F PA M E M B E R S
Matt Bacon
Brian Beck
Timothy Brown
Raymond D’Alessio
Benjamin Davis
David Davis
Kenneth Girodano
Nathan Hoffman
Justin Jacobs
Laura Lion
Annemarie Long
Patrick McGinty
Elizabeth Moriarty
James Moten
Tomas Palm
Jeremy Pruett
Tyler Tasset
John Terwilliger
Scott Wallace
Tom Wright
Marty Yudisky
PAGE 8
PER STIRLING CAPITAL
MANAGEMENT, LLC. 4800 BEE CAVE RD AUSTIN, TX 78746
512.628.2300
F P A M E M B E R A N N I V E R S A R I E S
LISA ALLEN 10 YEARS
PHILLIP DENNEY 15 Years
LISA FOX 10 YEARS
RYAN JOYCE 5 YEARS
JAMES KULL 10 YEARS
DAVID MARTINEZ 15 Years
MORGAN STONE 10 YEARS
JOHN MCDONALD 30 Years
CFP® Continuing Education Credits are available for FPA luncheon attendance and by reading the Journal of Financial Planning.
DARLEEN GILMORE RICH JUDD MICHAEL MULLETT GINETTE OSKOUI JENNIFER PRESTON 10 YEARS 5 YEARS 5 YEARS 30 YEARS 5 YEARS
PAGE 9
FPA AUSTIN CORPORATE SPONSOR BENEFITS
BELOW IS A PARTIAL LIST OF CORPORATE SPONSOR BENEFITS
BENEFIT GOLD PLATINUM
QUARTER PAGE AD IN 2014 NEWSLETTERS 1 4
HALF PAGE SPONSOR PROFILE IN ONE 2014 NEWSLETTER YES
COMPANY LOGO IN ALL FPA AUSTIN NEWSLETTERS YES YES
COMPANY NAME, LOGO, WEBSITE LINK, REPRESENTATION NAME AND PHONE NUMBER LISTED ON THE FPA AUSTIN WEBSITE
YES YES
EMAIL BLASTS A YEAR TO ALL MEMBERS *(ONE THE MONTH YOU SPONSOR A GENERAL MEETING).
1 1
INVITATION FOR A REPRESENTATIVE TO ATTEND MONTHLY MEETINGS 5 10
TEN MINUTE PRESENTATION AT ONE MONTHLY MEETING YES
SPONSOR LEVEL
213
22,100
$21.3 Billion
Members Clients Served (1)
Economic Base (2)
(1) Estimated client is based on national average of 104 clients per member
(2) Wealth Base is estimated using average as-
sets under management per member
For information on becoming an
FPA Austin Sponsor contact: Christopher Van Slyke, CFP®,
Corporate Sponsor Director [email protected]
FPA AUSTIN WHO WE REPRESENT
The benefits of joining FPA include discounts on books and programs.
THANK YOU TO OUR GOLD CORPORATE SPONSORS
GOLD CORPORATE SPONSORS PAGE 10
Brad Wiewel, Candice Bocock and Doug Paul – Board Certified, Estate Planning and Probate Law, Texas Board of Legal Specialization
Personalized Probate™ Helping families after a loss.
Call 480-8828
1618 Williams Drive • Georgetown, TX 1601 Rio Grande, Suite 550 • Austin, TX (By Appointment Only)
THANK YOU TO OUR PLATINUM SPONSORS
PLATINUM CORPORATE SPONSORS PAGE 11
FPA AUSTIN 2014 EXECUTIVE TEAM MEMBERS PAGE 12
BLECKLEY DOBBS, CFP®, PRESIDENT. Bleckley joined Lucien, Stirling & Gray in 2004, after a
20-year career with 3M. He holds a bachelor’s degree in Chemical Engineering from Georgia
Tech, and an MBA from the University of Minnesota.
He also holds a Certificate in Financial Planning from the University of Texas at Austin, the FINRA
Series 7 and 66 licenses, the Group 1 Life, Health & Disability insurance license. He obtained the
CERTIFIED FINANCIAL PLANNER™ certification in July, 2007, from the Certified Financial Plan-
ner Board of Standards, Inc.
LISA FOX, CFP®, PRESIDENT ELECT. Lisa is the Director of Financial Planning with South
Texas Money Management. Lisa has a Master of Science in Banking and Financial Services Man-
agement from Boston University and a Bachelor of Science in Business from Western Governors
University. She received her CERTIFIED FINANCIAL PLANNERTM certification in 2004.
In addition, she attended the Texas Trust School at Southern Methodist University graduating as
the top student of the class and Texas Trust School II graduating in the top five. Lisa is actively
involved with several charitable organizations within the Austin community.
KRISTIN STOUFFER, CFP®, MEMBERSHIP DIRECTOR. Kristin joined Frost as a Private
Banker in January 2011. She has a Bachelor of Science in Accounting from Clemson University.
She received her Certified Public Accountancy license in 2007. Over the course of 2011 and
2012, she obtained her Series 7 Brokerage License and became a registered insurance agent for
General Lines: Life, Accident and Health.
She works with a small portfolio of high net worth clients with sophisticated banking needs, serv-
ing as their main point of contact at Frost for any banking, investment or insurance needs.
MICHAEL BENEDICT, CFP®, TREASURER. Mike has over twenty years of experience in finan-
cial services. He has counseled and advised business owners, executives and retirees with in-
vestment portfolio management and comprehensive financial planning for all of those twenty-plus
years.
Mike has been a contributing editor of the Fort Worth Business Press, was named in 2002 by D
Magazine as one of the top financial advisors in the Dallas/Fort Worth Metroplex, was named one
of “America’s Top Financial Planners” by the Consumers’ Research Council of America in 2009
and previously served on the Financial Planning Services
JEWEL ARRINGTON, CHAIRMAN, is a financial planner with Per Stirling Capital Management.
She is a graduate of the University of Texas School of Law and is a licensed attorney. She re-
ceived her undergraduate degree, a Bachelor of Arts in English, from Centenary College of Louisi-
ana. She completed the financial planning certificate program at the University of Texas and is a
candidate for certification by the CFP® Board.
Jewel is a volunteer in the financial coaching and tax return preparation programs of Foundation
Communities, a local non-profit that provides affordable housing and support services to low-
income individual and families.
FPA AUSTIN 2014 BOARD MEMBERS PAGE 13
BRITTANY FARRIS, PRO BONO. Brittany holds a Bachelor of Science in Personal Financial
Planning from Texas Tech University. She serves as the Operations Manager and Associate
Planner for her firm Stone Asset Management, Inc.
As the Career Day Co-Director, she is responsible for coordinating student and interviewer sched-
uling, identifying corporate sponsorship opportunities for non-interviewing firms, and overall op-
erations of the day. One of Brittany's passions is financial literacy and in her free time she volun-
teers with various organizations to share her knowledge and experience with lower income fami-
lies and younger generations.
DARLEEN M. GILMORE, CFP®, GOLF COMMITTEE DIRECTOR. Darleen has been in the fi-
nancial plan-ning business for over two decades. She began her career in Houston, Texas with a
major Wall Street investment firm. She was soon promoted to Vice President with affiliated offices
in Dallas, Albuquerque, St. Louis and Austin.
As owner of Austin Wealth Specialists, Darleen has also authored “Understanding Biblical Finan-
cial Freedom”. Darleen is also a Certified Divorce Financial Analyst and serves on several boards
in Austin. Darleen is married to Jerome and her favorite hobby is golf.
RONSEY CHAWLA, MBA, PUBLIC RELATIONS DIRECTOR. Ronsey is a Financial Advisor at Per Stirling Capital Management working in their Wealth Management Division. In a management consulting career spanning nearly 15-years, Ronsey worked with Fortune 500 clients to address a variety of strategic, organizational, and operational business challenges. He worked collabora-tively with his clients to provide analyses and recommendations with a direct impact on their busi-ness. He now extends his skill set and expertise to advise professionals and executives, most notably in the healthcare, management consulting, and technology industries regarding their fi-nancial planning needs.
Ronsey and his wife Jane live in the Northwest Hills neighborhood of Austin, where they are rais-ing their son and baby daughter. In his spare time, Ronsey enjoys racquet sports, traveling, and spending time with family and friends.
TERI W. BERGSTROM, CFP®, CLU, NEWSLETTER. Is a thirty-seven year industry veteran who
specializes in wealth management and fee-based portfolio management, with a particular empha-
sis on the management of 403(b), ORP, IRA and other types of retirement accounts. Teri’s exten-
sive resume includes experience as an Investment Advisor, a Certified Financial Planner, a Reg-
istered Representative, an insurance agent, and a specialist in employee benefits.
Teri also owned and managed a successful Registered Investment Advisory firm for almost fifteen
years.
LAURENCE EGLE, CFP®, AUSTIN PLANNERS CONFERENCE DIRECTOR. Laurence has been an HD Vest Investment Services advisor since 1998. He is also an HD Vest Chapter Direc-tor for central Texas. He began his career as an investment broker with A.G. Edwards in 1986. He holds the Series 7, 63, 65, and insurance licenses. He graduated from the University of Texas in Austin in 1984 with a BBA, completed the University of Texas Financial Planning Certification Program in 2008, and earned his CFP in 2009. Laurence also serves on the board of the Texas Music Museum and recently attended the Grammy's as a member of the Recording Academy. Praying for rain, he continues to sail his Catalina 27 on Lake Travis.
FPA AUSTIN 2014 BOARD MEMBERS PAGE 14
CHRISTOPHER VAN SLYKE, CFP®, CORPORATE SPONSOR DIRECTOR. Christopher is a
partner and co-founder of WorthPointe, LLC, a multi-family office that provides a unique brand of
financial advice to successful entrepreneurs.
Since 1996, Mr. Van Slyke has been an independent wealth manager and entrepreneur. Mr. Van
Slyke is a past member of the board of directors of The Financial Planning Association (FPA) of
San Diego and Los Angeles. He currently serves as a board member for the Austin FPA. As an
avid golfer, Christopher enjoys playing at Morgan Run in Rancho Santa Fe and Barton Creek
Country Club in Austin.
SCOTT DERBER, CFP®, CAREER DEVELOPMENT CO-DIRECTOR. Scott is a Senior Manager
at University Federal Credit Union, where he works with businesses throughout the community in
bringing comprehensive financial services to employees. Scott received his BBA and MBA at the
University of Wisconsin – Madison, and received the CERTIFIED FINANCIAL PLANNERTM certi-
fication in 2006, following the certificate program at UT-Austin.
Scott is active with his daughter’s high school Parent Advisory Board, the Chamber’s Op-portunity
Austin Economic Development group, and can be frequently found at various networking events.
Scott and his wife, Carolina, have one daughter, Isabelle.
SHANE SULLIVAN, CFP®, PROGRAMS DIRECTOR. Shane is a partner with Valhaven Wealth,
a firm focused on creating comprehensive wealth management strategies for families in Central
and South Texas.
Shane is the former First Vice President at AG Edwards & Sons, voted Rising Star by Austin Busi-
ness Journal, a dedicated husband, father and community volunteer for a number of Austin non-
profit organizations.
MELISSA FLEMING, CFP®., GOVERNMENT RELATIONS DIRECTOR. Melissa is the CEO of
Fleming & Conway Allstate Agency specializing in property and casualty insurance for both resi-
dential and commercial clients. The agency is ranked #1 in Customer Service and is a designated
Premier Ser-vice Agency. After graduating from The University of Texas, Melissa had a success-
ful 14 year career in Private Banking, prior to opening her agency.
Melissa enjoys serving on the Board of the Girl Scouts of Central Texas and recently represented
Allstate agents in Washington, D.C. advocating for an End to Domestic Violence.
SARAH FRANKENFELD, CHAPTER EXECUTIVE. Sarah received her BBA in Marketing from
the University of Texas at Austin. She has been with FPA Austin as Chapter Executive for four
years. Previously, Sarah worked in Corporate Sales & Event Planning at the Four Seasons Hotel
Austin, as part of their opening staff and has served in sales and marketing positions in the bank-
ing and real estate industry.
Sarah has also lent her organizational and planning skills to her children’s schools and activities
over the years. She and her husband, Ken, are the proud parents of Kevin, 23, Kyle, 20 and
Caroline 14.
FPA AUSTIN 2014 COMMITTEE MEMBERS PAGE 15
KATHERINE ZAMORA, GOLF COMMITTEE. Katherine is the Director of Brokerage Operations
at Per Stirling Group. She began her career in 1996 with a small boutique firm in Austin, later
moving to a NYSE firm with Fleet Bank Boston. In 2005 she transitioned to the independent
model specializing in Financial Planning and Wealth Management.
Katherine is a graduate of St. Edward’s University and has called Austin home for most of her life.
She is married to Day and has 4 grown children and 4 grandchildren, one of whom is serving in
the US Air Force. Katherine volunteers with Mobile Loaves and Fishes and ECHO (Ending Home-
lessness Coalition) serving on the Donations committee
KELLY COOPER: Kelly Cooper was raised in Austin and began working for his dad at Cooper Graci & Co. After finishing his undergraduate degree at Stephen F. Austin, Kelly joined Strategic Results, Inc., a wealth management firm. As a licensed insurance agent, he completed his Series 7/63 licensure in 2012. Kelly anticipates he will acquire his Certified Financial Planner licensure this fall.
When not in the office, Kelly spends his time serving several organizations including the Young
Men’s Business League (YMBL) and the Boy Scouts Capital Area Council. Kelly is the YMBL’s
2013 Member of the Year award recipient. An Eagle Scout himself, the Scout Law is of utmost
importance in his life and business
