Kelly Gannon, CFP®, ChSNC®

Kelly Gannon, CFP®, ChSNC®

Senior Financial Planner

Kelly Gannon, CFP®, ChSNC® is a Senior Financial Planner dedicated to providing exceptional service and guidance.

A winding path led me to the world of financial advising, where I discovered my true passion for helping individuals achieve their dreams and find financial security. Taking the time to truly understand my clients, their goals, and concerns, I strive to build comprehensive and personalized plans tailored to their unique needs.

My educational background includes master’s degrees in Accounting Information Systems from Virginia Tech and Communications from Virginia Commonwealth University. I hold my series 6, 7, 63, 65, and VA Life & Health licenses. I earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation, as well as my Chartered Special Needs Consultant® designation.

While outside of the office, I embrace an active lifestyle. Together with my partner, Matt, we enjoy running, hiking, biking, paddling, and fly fishing. My passion for horses extends to riding, showing, and fox hunting. Our canine companions, Kris Kringle McKringleberry and Saber, also play an important role in our lives. In fact, I dedicate my time volunteering with Dogs on Call at VCU Health. I also enjoy volunteering with Beyond Boundaries.

I am truly honored to be part of my clients’ financial journeys, empowering them to make informed decisions aligned with their goals. Let’s embark on this path together and pave the way to a brighter financial future.