Kelly Loudon - Total Wealth Planning

Kelly Loudon

Kelly is much more than a Project Manager. She has worked in the financial industry for several years, most recently serving as the Operations Manager for a community bank in Denver, Colorado. Her primary role at Total Wealth Planning is to assist the firm with the implementation of current and ongoing operational projects. Additionally, Kelly has a passion for delivering an outstanding client experience. She will work closely with our advisory team to understand the unique goals and needs of our clients to ensure our clients feel valued and appreciated during every phase of their relationship with Total Wealth Planning. Kelly’s credentials include:
  • Bachelor of Business Administration, Finance, University of Cincinnati
  • Series 65 Investment Advisor Representative
Kelly is originally from the Cincinnati area and loves to play volleyball, hike, and spend time with husband and their two dogs.