Geoffrey Kelly

As a leader, I can never my circle to do things that I wouldn't do myself. Being able to not only talk the talk, but also walk the walk is a value that I hold highly. There is no exception in this when it comes to getting to know you and your family. 

As one of the trusted experts in your life, I need to know as much about you as you feel comfortable sharing. I know that's not fair to ask you to share unless you know me and what I am about. 

I was born and raised in Aurora, Colorado. I was blessed with two parents who instilled values that led me to where I am today. My dad, Rev. Leon Kelly started Open Door Youth Gang Alternatives, a non-profit focused on establishing education, resources, and positive relationships for at-risk youth, their families, and the communities affected by gang culture and violence. My mom, Kim Kelly, taught at under-served schools in Denver for over 30 years and impacted thousands of kids who weren’t given a chance otherwise. Through my parents, I was able to understand the daily struggles that many face.

I attended Regis Jesuit High School in Aurora, CO. Here I was pushed to become a better leader for everyone that I came in contact with.  

I was fortunate to commit to the University of Colorado - Colorado Springs and play basketball for the Mountain Lions for 6 years. I was a 5-year leader on the student-athlete advisory committee. I humbly accepted the UCCS Athletic Director's award in 2019 and was named the UCCS Male student-athlete of the year in 2022. I finished my undergraduate degree in 2020 and went straight into my MBA, which I finished in 2022. During my MBA program, I received a distinguished academic achievement award.  

As I finished up school, I honed in on the need for financial education throughout the community. As our practice has grown, we've found that we best serve young professionals who are striving for greatness within their faith, family, career, and community. If this describes you, we'd love to get to know you!