Eileen Kelly,

Drawing from her background as a former professional golfer, Eileen brings a unique perspective to the world of finance. Golf requires strategy, discipline, and adaptability, and she applies those same skills to serving Aspira's clients. Eileen has a passion for helping individuals achieve financial success, while prioritizing their overall wellbeing.

Throughout her career, Eileen has developed a keen understanding of how the complexities of the financial world impact our lives. Her mission is to demystify financial concepts for her clients to make informed decisions that align with their unique aspirations.

In addition to her professional expertise, Eileen is proud to be a female in an industry traditionally dominated by men. By creating a supportive and empowering environment, her goal is to inspire and uplift all individuals, regardless of their background or circumstances, to reach their full financial potential with confidence.

When she is not working, you still may find Eileen diligently improving her practice at conferences and in her own studies. She is a proud founder of a professional women's network that has been meeting monthly since 2023. When she does take a break, you can find Eileen and her husband, Ryan, trying local food spots and, of course, on the golf course!

JOURNEY

2012 – Graduates from University of Victoria with a Bachelor’s Degree in Psychology

2015 – Qualifies for the Australian Women’s Golf Tour – plays her first season and lands on the Golf Channel for a fitness and golf reality show.

2016 - 2018 – Competes full time as a professional golfer

2018 – Begins part time at Monarch Wealth and Retirement Strategies in Calabasas California with one of the top 20 advisors in the state.

2019 – Moves full time as an Associate at Monarch

2020 – Covid brings Eileen back to Victoria where she grew up, she continues to work for Monarch until the end of 2020 when she decides to move back permanently

2020 - Becomes an Investment & Insurance Specialist in Victoria at Donnelly Advisor Group.

2022 – Joins Raymond James Ltd. in the “AIP” program to build her own practice

2023 – Excels in the program, completes necessary requirements in 50% of the time and becomes cross-border licensed

2023 – Founds a professional women’s group that meets monthly to learn from and support one another

2024 – Marries her husband, Ryan (on the golf course, of course)

2024 – Joins Aspira Wealth as Associate Partner, Wealth Advisor & Cross-Border Specialist!

GIVING BACK

2023-present – Annual local Christmas Toy Drive

2016-present – Many golf charity events!

2017-present – Mentorship for young women starting out in competitive golf

2020-present – Hosts Women in Wealth seminars