Betsy Kelly QKA®, CRPS®, APMA®

Betsy joined our team in August 2025 and is an Investment Advisor Representative and Registered Representative through United Planners.  She began her career in financial services in 2014.  She brings her experience on the Recordkeeper, Advisor, and Third-Party Administrative (TPA) side of the retirement plan business to our firm and to clients.  She specializes in retirement plans and works with business owners and benefit managers on 401(k), 403(b), 457(b) top hat and governmental plans, MEP’s, PEP’s, Solo(k), Group Plans, Defined Benefit, Cash Balance, and Owner-Only Plans.  Betsy is general and uniform securities licensed (7 & 66) and life and health licensed.  She is a graduate of Colorado State University where she earned a BS in Business Administration and Corporate & Investment Finance.  Betsy played Division 1 golf for the Rams and was an Academic All American 2011-2014. In addition, she holds three professional certifications: Qualified 401(k) Administrator (QKA®), Chartered Retirement Plans Specialist (CRPS®), and Accredited Portfolio Management Advisor (APMA®).  She is grounded in her Christian faith and committed to serving others in everything she does. When not working, Betsy enjoys playing golf competitively and socially with friends and clients, fishing, and spending time with her family and puppy, Divot.