Jimmy Kelley, CFA
Portfolio Manager
Jimmy is a CFA charterholder in charge of portfolio management and investment analysis at LFS Wealth Advisors. In that capacity, he has overall responsibility for portfolio construction, including asset allocation, strategic portfolio direction, and investment and economic research. Jimmy joined LFS in 2015 as a research analyst assisting in analyzing and implementing client-specific asset allocation strategies. He is also a member of the Creative Financial Designs investment advisory team. Prior to working at LFS, worked in Prudhoe Bay, Alaska where he was a Fracturing Engineer in the oil field for four years. Jimmy graduated from Kansas State University in 2011 with a Bachelor of Science in Industrial Engineering and a Minor in Economics. Jimmy grew up in Lawrence but now resides in Overland Park with his wife Kelley.
In his free time Jimmy enjoys spending time with Kelley and their dog Moose, fishing, snow skiing and traveling.