Kelly Penn

Investment Specialist

Kelly specializes in relationship management and administration by delivering exceptional service in every client interaction. She takes great pride in providing a smooth and seamless client experience by focusing on the client’s needs and taking care of them quickly and efficiently. She supports Heath and Hannah, coordinates client meetings and events, and drives processes within the firm.

Kelly has more than 25 years of investment and banking experience and was previously a licensed investment assistant at Raymond James. She holds Series 7 and 66 licenses as well as Arkansas Life, Health, Annuities & Variable Annuities insurance licenses.

Kelly is a previous Northwest Arkansas Business Journal 40 under 40 team honoree. She is an active member of her community and has served as City Clerk for the city of Farmington for the last 20 years. She is an avid sports fan, enjoys reading, and travels to the beach every chance she gets! She especially loves spending time with her husband, Ernie, and her son, Matt.

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