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Kelly Gannon, CFP®, ChSNC®

Eli's Village

Kelly Gannon, CFP®, ChSNC®

Eli's Village

Kelly Gannon, CFP®, ChSNC®

Eli's Village

Profession LogoFINANCIAL PLANNER

Kelly Gannon, CFP®, ChSNC® is a Senior Financial Planner dedicated to providing exceptional service and guidance.

A winding path led me to the world of financial advising, where I discovered my true passion for helping individuals achieve their dreams and find financial security. Taking the time to truly understand my clients, their goals, and concerns, I strive to build comprehensive and personalized plans tailored to their unique needs.

My educational background includes master's degrees in Accounting Information Systems from Virginia Tech and Communications from Virginia Commonwealth University. I hold my series 6, 7, 63, 65, and VA Life & Health licenses. I earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation, as well as my Chartered Special Needs Consultant® designation.

While outside of the office, I embrace an active lifestyle. Together with my partner, Matt, we enjoy running, hiking, biking, paddling, and fly fishing. My passion for horses extends to riding, showing, and fox hunting. Our canine companions, Kris Kringle McKringleberry and Saber, also play an important role in our lives. In fact, I dedicate my time volunteering with Dogs on Call at VCU Health.

I am truly honored to be part of my clients' financial journeys, empowering them to make informed decisions aligned with their goals. Let's embark on this path together and pave the way to a brighter financial future.

Firm Description

Eli’s Village is a community of exceptional families and expert professionals working together to make the life imagined a reality. For many exceptional families, the future can feel uncertain. At Eli’s Village, we take time to understand the goals and needs of the exceptional family and turn that information into an individualized and targeted plan addressing clinical needs, financial planning, and legal services to ensure comprehensive and continuous support.

Our process is person-centered and involves helping all members of the exceptional family to identify and develop an intergenerational lifestyle plan that meets everyone’s goals and needs. Our combined expertise in clinical services and financial planning allows us to walk alongside families to navigate the maze of available services from birth through adulthood.

The faithful mission of Eli’s Village is to help every exceptional person and their family live the life imagined.

Hours

Day From To
Monday 8:00 AM 5:00 PM
Tuesday 8:00 AM 5:00 PM
Wednesday 8:00 AM 5:00 PM
Thursday 8:00 AM 5:00 PM
Friday 8:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

15521 Midlothian Turnpike
Suite 100
Midlothian, VA 23113

On the web

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Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts