Financial Specialists

Kelly Owens, CFP®, CDFA®, NSSA®, is a partner at AlphaMark Advisors in Ft. Wright, KY. Kelly joined AlphaMark Advisors in 2014 and works with high-net-worth individuals, non-profits and small businesses building strong wealth management and retirement plans. She received her BA from the University of Kentucky and an M.Ed. from Northern Kentucky University.

In 2014, Kelly earned the designation of Certified Divorce Financial Analyst (CDFA®). She is also specially trained and certified in collaborative divorce procedures. She is a member of the Northern Kentucky Associations of Collaborative Professionals. Kelly earned the Certified Financial Planner (CFP®) designation in 2016. In 2020, she became licensed by the department of insurance in Kentucky and Ohio and can provide advice on life insurance, long term care insurance and fixed annuities. In 2022, she completed certification as a National Social Security Advisor (NSSA®). This advanced Social Security training qualifies her to guide retirees through the options available to optimize Social Security income.

Kelly is especially supportive and active in empowering women to learn more about investing with the goal of gaining financial independence. Kelly has a passion for helping women in life transitions by advising her clients how to become more financially stable, while taking the stress out of financial decisions and providing information that allows her clients to make informed decisions.

Most people end up in an attorney’s office in emotionally challenging circumstances. From day one, my attorney and the entire Collaborative Team were amazing to work with—professional, extremely knowledgeable, and responsive. Early recommendations on steps we should take really came in handy as the Collaborative Process proceeded.

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