Broker Check
Kathryn “Kat”  Kelly

Kathryn “Kat” Kelly

Financial Professional

Kat specializes in helping clients in the entertainment industry, as well as any and all citizens of our great nation find financial balance in their lives. She helps everyone look for a better way to build their financial future through their own Living Balance Sheet®.

Perhaps your parents, grandparents, or even great-grandparents were of the generation that said to put your money under a mattress; instead, Kat’s financial strategies can help you save more, grow your wealth, and protect your future.

Whether you’re getting started in your career, already established, running a successful business, or ready to retire, it’s never too early to get organized and create a plan of action.

  • First, Kat will listen to your objectives, help review the steps you’ve taken so far, and share new approaches you may not have considered.
  • Next, Kat will work with you to create and document your priorities, such as protecting you from the unexpected and helping you build for precisely what you do expect.

 

Together, Kat can help you:

  • Get financially organized and create a plan of action
  • Protect what is important to you - such as your income and the people you love
  • Maximize your monthly cash flow
  • Implement investment strategies for financial growth

Kat and her team of Financial Professionals and Underwriters will help you take a deep dive into your current financials. She will look at the possibility of keeping your current budget while increasing your returns. She does this not only with life insurance that can help you have flexibility and liquidity for any unforeseen immediate needs, but also with aggressive and non-aggressive market strategies to help your net worth increase, and to leave a great legacy for your loved ones. 

Kat worked in the music industry under Herb Brochstein at Pro-Mark Drumsticks from 1991 to 1998 and was known as the “Jack of all Trades” for the company. When making her first business cards, after being with Pro-Mark for only six months, Herb stated it would be easier to list what she did NOT do for the company (running the lathes) rather than what she DID (business organization, mentoring and leadership, working with musicians and artists, providing excellent customer care).

Currently managing her son’s music career, Kat wants to bring the same financial stability to rest of the entertainment industry that she brings to her son. Living in Steamboat Springs, CO, she works with clients in Denver, Atlanta, GA, Baltimore, MD, and throughout the West. Become part of Kat’s Family with Wealth Strategies and let’s make the world a happier place through Arts and Music while planning to live a good life for the rest of our lives.

Financial Representative of Guardian