My Professional Story

Kate Kelley's successful career in the financial services field began over two decades ago with UBS, and she has been with New York Life and Eagle Strategies for many years.

Kate is a CERTIFIED FINANCIAL PLANNER™ professional. Her practice is centered around providing financial guidance for both young and retiring professionals. Her focus is on life insurance, disability insurance*, and long-term care planning, as well as investment planning. Kate also works closely with veterinary graduates of The Ohio State University, as well as established veterinarians nationwide. 

Kate holds a Bachelor of Science degree in International Business from Salisbury University. She is active in the Toledo community, especially as an advocate for downtown residents and business owners. She currently serves on the boards of Advocating Opportunity, The Arts Commission of Greater Toledo, and is the past president of the Toledo Animal Rescue. She has also served on the boards of The Toledo Warehouse District Association and The Downtown Toledo Parking Authority.

Kate resides in Toledo with her rescue pets, Willow, Maggie, and Rudy.

My Personal Story

When I get the chance to unplug from work, one of my favorite things to do is to explore my community. I moved to Toledo from Baltimore over a decade ago and decided to set roots here. I love to immerse myself in the arts, events and (of course) diverse food offerings. Some of my favorite events include the Art Loops, Mud Hen games, and architectural walk-throughs that demonstrate what makes this small metropolis so unique. While a great glass of wine and a boat of sushi are my favorite on a Friday night, I will never turn up my nose at a great slice of pizza and a local beer! Travel and friends are a combination made in heaven, and I will take any opportunity to go somewhere exotic with a close group of great people. Another passion of mine is advocacy; I sit on the Board for the Toledo Animal Shelter and have three furry friends of my own. I also am a board member of Advocating Opportunity, one of a handful of programs in the country providing comprehensive, holistic, trauma-responsive legal and support services to persons who have experienced sex and labor trafficking.

Volunteer events and fundraisers are a wonderful way for me to meet others and do exactly what makes me happy, helping people and helping animals.