CLU, ChFC – Principal, Forward Strategies Insurance Brokerage and the Founder and President, Ridge Capital Advisors, LLC
Kelly is the principal of Forward Strategies Insurance Brokerage (FSIB), as well as the founder and president of Ridge Capital Advisors, LLC. Prior to joining FSIB, Kelly worked as a registered representative with IDS/American Express and Morgan Stanley/Dean Witter, where he grew his asset base to over $50M in just four years. Kelly joined FSIB as an equity partner in 2003 and since then has directly helped place over $1B in annuity production.
Kelly has chosen to place his focus on growing advisors’ businesses by carefully crafting, developing and launching numerous marketing strategies and concepts that include 13 years of seminar systems, the popular Safety/Income/Tax (SIT) report, as well as Sound Annuity Solutions, a turnkey lead program utilizing television-generated leads. Kelly believes that sharing knowledge and tools is the best way to form long-lasting, trusting relationships with advisors and is 100% committed to this end.
Kelly holds a Finance and International Business degree from the University of Nebraska, and spent a semester abroad studying Japanese language, culture and business.
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