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KC

Kelly Ammon, Cpa

Partner at Guardian Financial Group
Intro Book
Seasoned financial planner with 20+ years of experience delivering comprehensive financial solutions.
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Location
Dayton, Ohio, United States, US
Skills
  • Risk Management
  • Financial Analysis
  • Leadership
  • Management
  • Investments
  • Show all
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Bio

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Topline AI
Kelly Ammon, CPA, is a seasoned financial professional with over 20 years of experience in risk management, financial analysis, leadership, and strategic planning. She has worked with various companies, including Guardian Financial Group, Secure Future Advisors, VARtek Services Inc., and Arthur Andersen, providing holistic financial planning, investment advice, and budgeting services. As a partner at Guardian Financial Group, Kelly assists clients with comprehensive financial planning, including estate planning, retirement planning, and risk management. She holds a Bachelor of Science degree in Accounting and Finance from Wright State University and is a registered representative with Cambridge Investment Research, Inc.

Experience

  • Guardian Financial Group
    • Dayton, Ohio Area
    • Partner
      • Jul 2015 - Present
      • Dayton, Ohio Area

      Partner of an independent financial services firm assisting clients with holistic financial planning including investments, retirement planning, risk management, tax efficiency, estate planning, interest rate risk, cash flow management, stock options, etc. Our process begins with a honest, open conversation followed by time spent earning a client’s trust while developing achievable, comprehensive plans based on their specific needs, objectives, risk tolerance and time horizon. We move at your pace, view our role as stewards of your assets and are interested in developing lifelong relationships. This approach provides our clients with a unique experience that is much deeper than a typical advisor-client association.Kelly has assisted clients in the aforementioned areas for over two decades and is a registered representative with Cambridge Investment Research, Inc., a FINRA registered broker dealer.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Guardian Financial Group and Cambridge are not affiliated.

  • Secure Future Advisors
    • Financial Advisor
      • Mar 2011 - Jun 2015

  • VARtek Services Inc.
    • Account Manager
      • 2005 - Mar 2011

  • VARtek
    • Manager, Operations and K-12 Financial Analysis
      • Mar 2005 - Oct 2010

  • Arthur Andersen
    • Accountant
      • May 1996 - Nov 1999

Education

  • 1994 - 1996
    Wright State University
    Bachelor of Science (BS), Accounting and Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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