Kelly Russell, CPA is the Vice President of Finance, Chief Financial Officer and Chief Compliance Officer for NCA Financial Planners. She resides in Mentor, Ohio with her three dogs, Cole and Cooper, and her two cats, Esme and Jasper.
Kelly received her bachelor’s degree in accounting from John Carroll University.
Kelly keeps the ship running at NCA. She ensures the general operations of the office run smoothly by solving the technology, equipment, and general issues, as they occur. Having been a member of the NCA team for over 20 years, Kelly is well versed in regulatory requirements and helps create tests and procedures to make sure they are all met.
Outside of the office, Kelly has some fun hobbies. She enjoys ballroom dancing and jigsaw puzzles, as well as attending concerts and theatre performances.
Securities offered through Royal Alliance Associates, Inc. (RAA), Member FINRA/SIPC. Investment advisory services offered through NCA Financial Planners. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice.