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.

My ex-wife and I completed our collaborative divorce last year. It was in Kenton County. The process worked very well. Most importantly, our children were not adversely affected by the divorce process. We were able to cooperate with regard to them throughout the process. Because of the Collaborative Process, we did not have to experience the months-long wait for court hearings that other couples experience. We were able to control the process, and work through our divorce more efficiently than in litigation.

Preparing for and attending a collaborative meeting in a divorce is much easier than preparing for and attending a court hearing.

Divorce is always challenging, but the Collaborative Process helped reduce the level of tension and anxiety for us, especially compared to other people I have known that did not do collaborative. We learned a process of communication that we still use to resolve issues with our children.

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