KTS FINANCIAL GROUP - Key Persons
Job Titles:
- Director of Client Services
Job Titles:
- Investment Adviser
- Representative
Kelly has been leveraging his knowledge and experience to help pre-retirees and retirees for over 27 years by providing insurance services.
Since 1992, Kelly's mission has been to help clients reach financial confidence with his experience and dedication to integrity-first planning. As the leader of his firm, he insists that each employee operates to the highest ethical standards and always keeps clients' goals in mind.
Kelly has a bachelor's degree in business administration from Westminster College, and he is a member of the National Association of Insurance and Financial Advisors (NAIFA), the National Association for Fixed Annuities (NAFA), and the National Ethics Association. As of 2023, his company holds an A+ rating with the Better Business Bureau.
Outside of work, Kelly loves to spend time with his wonderful family. He is happily married to Marilyn, his wife of over 29 years, and lives in Draper, Utah. He has five beautiful daughters, one son and six grandchildren who he adores.
Job Titles:
- Client Relations / Office Administrator
Shelly Vega has been with KTS Financial Group for 15 years as a client relations specialist. She has 30 years of customer service experience. Her experience, professionalism and exceptional communication skills make her an essential part of the team. Her positive demeanor brings a smile to all of the clients she interacts with on a daily basis. Shelly has been married for 32 years and has three children and five grandchildren she enjoys spending time with.