With 25+ years of experience in the financial industry, Kelly Roark is committed to guiding her clients with a teacher's heart rather than a salesperson's approach. As a CERTIFIED FINANCIAL PLANNER® professional, she creates personalized financial plans that align with clients' lives and long-term goals. Kelly takes the time to ensure clients understand their investments, empowering them to feel confident and informed at every step.
Believing everyone deserves access to sound, professional investment guidance, Kelly works with women, individuals nearing retirement, and small business owners. A longtime resident of Asheville, she is deeply invested in her community's success and collaborates closely with residents and local businesses who are also her partners, clients, friends, and family.
Kelly graduated from Western Carolina University and is actively involved in community initiatives. She lives in Asheville with her husband, Matt, and their two daughters, Kylee and Kenzie. Kelly enjoys traveling, cooking, and practicing Tae Kwon Do in her spare time, where she proudly ranks 2nd Degree Black Belt.