Kelly Effland

CFP®

Associate Wealth Advisor

(301) 739-8505

Kelly joined Cornerstone Wealth Management Group in 2016. As an operations associate, she diligently works with the advisory team to deliver excellent service to clients by ensuring implementation of action items. Kelly is passionate about providing exceptional customer service. She enjoys working directly with clients and getting to know them on a personal level.

After receiving an Associate’s Degree in Business Administration from Hagerstown Community College, Kelly joined Shepherd University to study in their financial planning program, and attained a Bachelor of Science in Business Administration with a focus in Financial Planning in 2015. She has worked in the industry for two years as an associate wealth manager.

Kelly loves to spend time with family and friends, travel, hike, ride horses, and read mysteries.

Getting to know Kelly

Favorite Food: Thai

Favorite Holiday: Thanksgiving

Name something on your bucket list: To take a road trip to the Grand Canyon

Favorite Movie: It’s A Wonderful Life