Kelly Perney

Client Relationship Manager


Phone: 724.668.7900
Fax: 724.668.8083

Email Address



Kelly has always enjoyed working with people whether it was in banking, restaurants or retail. After graduating with honors from IUP she decided that financial services is where she wants to spend her career. During her time in banking Kelly worked as an Office Manager for First Commonwealth Bank and Commercial Loan Processor for Indiana First Bank learning how cash flow optimization and proper financial planning benefits a client, especially business owners.

She has her Series 7 licensing and is working tiredly to obtain her Series 66 and Life, Accident and Health licensing. She is excited to help clients meet their financial goals.

Kelly, her husband Ken and son Kenny live in Greensburg with their cat Zoe. Their favorite thing to do is go to the park.