Brian Kellett, CFP®
Brian is a Certified Financial Planner™ with 23 years of experience dedicated to helping clients achieve financial success by developing clear objectives, goals, and strategies tailored to their unique needs. He deeply values personal client interaction and specializes in designing comprehensive income strategies, finding his greatest fulfillment in the milestones he helps his clients reach. Brian earned his Bachelor of Science from Miami University and a Master’s degree from Xavier University. A firm believer in community service, he served on the Madeira School Planning Commission for over ten years, helped coordinate the Madeira Bike Race and 5K Run, and currently serves as the head boys basketball coach at Madeira High School. Brian resides in Madeira with his wife, Sarah, and their two wonderful daughters, Grace and Norah.
brian@kellettwealth.com
David Bodnar, CFP®, CLU, ChFC
David, a Certified Financial Planner™, graduated Cum Laude in Finance from Miami University in Oxford. David spent three years as a financial analyst with Cintas Corp before joining Professional Planning Associates in 1989. David’s emphasis is on total planning for individuals and business owners and has a special interest in assisting widows. In 1999, David obtained his Certified Financial Planning designation. As a Registered Investment Advisor, David is able to develop a fee-based approach to investment management while being a quarterback for their financial plan. David and his wife Laurie live in Madeira with their three children Amy, Sarah Jane and Joe. David is actively involved in his church and considers his faith as a core element of his identity.
david@kellettwealth.com
Jared Kline, CFP®, Enrolled IRS Agent
Jared, a Certified Financial Planner™, retired from P&G after nearly 25 years working in IT, Marketing, and Operations. While at P&G, Jared had roles in new business startup organizations, as well as, established brands like Tide and Olay. Jared’s passion for the financial world goes as far back as college. He left P&G to follow a desire to help others navigate their financial lives. Jared is currently active as a financial advisor, with a special interest in helping current and former P&G employees, as well as divorcees, widows, and widowers. Jared also obtained his “Enrolled Agent” certification. This enables the office to offer free tax planning, return preparation and filing to clients. In addition, Jared can represent taxpayers before the IRS.
Jared spends his free time watching and playing sports and loves his role as Madeira’s Varsity Girls Basketball Coach. He remains active in physical fitness through running, tennis, and strength training. A resident of Madeira for 25+ years, Jared lives with his wife, Corie. His daughter Celia lives in Lexington, KY, daughter Mallory lives in Deer Park, and daughter Marin lives in Houston. As a father who has navigated the cost of 3 children in college (at the same time) and has switched careers, Jared would be happy to share his financial experience and expertise with those who are ready to make their own financial decisions and secure their future.
jared@kellettwealth.com
Carrie Martin, Director of Operations
Carrie brings over 21 years of administrative and accounting experience to the team. Previously, she worked as an Accounting Supervisor for a local manufacturing company. After crunching numbers for 12 years, she is excited to be actively involved in building long term relationships with clients. In her spare time Carrie enjoys reading, collecting recipes to attempt when time permits, and scouring flea markets for junk with potential. Carrie lives in College Hill with husband Scott, and three very active children, Sam, Rachel, and Lily.
carrie@kellettwealth.com
Mark Schaffner, Retired
Mark is officially retired and enjoying life in in the sunshine state with his wife Sue while spending many days on the golf course. Mark started the firm with Brian back in 2013 and had more than 37 years experience in taxes, financial and estate planning and investment management for clients. He taught financial principles and hosted local TV shows dealing with financial planning and investments. He has helped many clients with their retirement planning especially through corporate early retirement incentive programs. These include companies such as Procter & Gamble, Cinergy, Duke Energy, AT&T, Cincinnati Bell, Champion Paper, International Paper and others.