Meet The Team
The team behind KC Financial Associates is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Kelly is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement. For over 30 years, she has assisted families and retirees with their retirement and asset-preservation goals, while building a reputation as a problem-solver and provider of exceptional customer service.
Before founding KC Financial Associates in early 2018, Kelly served as president of Freedom Financial Group. When Kelly was 24 years old, she was offered a job in financial services.
“My passion for interacting with people with honesty and integrity, coupled with my skills in mathematics, showed me that I’d found my calling,” Kelly said. “Since then, I have truly enjoyed helping others and making a positive difference for my clients.”
Kelly’s experiences as a woman in the financial industry also have helped her relate to female retirees. Half of American women over age 65 are either widowed or divorced and often are tasked with handling their finances alone for the first time. Many of these women in Delaware Valley, Lancaster County and Berks County have come to Kelly for help.
“My greatest satisfaction is knowing that my clients can have a greater sense of confidence, because they are thoroughly knowledgeable of the strategies and programs we create,” Kelly said.
Kelly holds life and health insurance licenses in Delaware, Florida, New Jersey and Pennsylvania. She has been published or quoted in Forbes magazine, CBS and WTEL 610 AM radio and is a member of NAIFA (National Association of Insurance and Financial Advisors).
Kelly is married to Tom. Her son, Joshua, and daughter-in-law, Ashley, have three children: JJ, Madison and Maverick.
In her free time, Kelly enjoys cooking, reading and watching football with her friends and family. She also likes participating in her church, playing with her dog and two cats, and spending time with her three grandchildren.
Client Relationship Specialist/Events and Marketing Director
Joshua Williamson is a graduate from York College of Pennsylvania, where he earned a Bachelor of Science Degree. Since then, he has assisted in guiding families and retirees to their financial, retirement, and estate planning goals for over nine years. Joshua is an advocate for financial comprehension. He believes in a relationship driven approach to develop a financial blueprint.
Prioritizing the actual relationships between KC Financial and clients is why he is our Client Relationship Specialist. He is avidly involved in helping clients, individuals, families and the community. Over the years, Joshua has been a keynote speaker focused on informing families about retirement, estate, and Long Term Care concerns. Also, he has hosted various educational workshops throughout New Jersey, Delaware, and Pennsylvania areas.
As KC Financials Associates Events and Marketing Manager Joshua is responsible for developing, planning and coordinating client appreciation events, fundraisers, community relationship events and seminars.
Joshua lives in Avondale Pennsylvania with his wife Ashley and their three children. He enjoys spending time with his family whether hiking the Appalachian Mountains or running around Disney World. When he isn’t working or doing stuff with his family he can be found saltwater fishing along the Atlantic Coast.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.