Business Advisor

Kelley Long CPA/PFS, CFP® is a distinguished personal finance expert and financial wellness coach dedicated to empowering individuals to achieve financial greatness. She has been featured in prestigious media outlets such as the NY Times, Wall Street Journal, Washington Post, and Reuters.

She’s a noted expert on Health Savings Accounts and their related financial planning strategies, having served over 3 years as a founding member of PSCA, an American Retirement Association affiliated organization’s HSA Committee, committed to advocating for the enhancement and adoption of HSA-friendly education and legislation.

In 2021, Kelley partnered with MACKEY and The Prosperity People, playing an integral role in the development of our Prosper for Businesses and Prosper for Individuals training.

With over 20 years of experience in the financial services industry, having coached over 2,500 individuals, and delivered impactful presentations to Fortune 100 companies, Kelley is a sought-after expert in behavioral finance. Her ability to simplify complex concepts without overwhelming clients with jargon sets her apart as a valuable resource for effective financial decision-making.

When not at work, Kelley can be spotted exploring hiking trails or engaging in intense trivia battles. Make sure this trivia guru is a part of your team!