Kelly Perney

Senior Client Relationship Manager

Phone

Phone: 724.668.7900
Fax: 724.668.8083

Email Address

kelly.perney@mosaicwealthconsulting.com

Websites

www.HelpMyWealth.com

Kelly has always enjoyed working with people whether it was in banking, restaurants or retail. After graduating 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 worked hard to obtain her Series 7 and 66 FINRA licensing in 2018. She is excited to help clients meet their financial goals.

Kelly, her husband Ken, son Kenny and baby on the way live in Greensburg with their cats Zoe and Simon. Their favorite thing to do is go to the park and enjoy Western PA with day trips to area points of interest.