Kelly joined AlphaMark in May of 2014 as a Financial Advisor and has been
working in the financial services industry since 2008. Kelly earned a Bachelor
of Arts from the University of Kentucky in 1988, a Bachelor of Science from Thomas
More College in 1995 and a Masters of Education degree from Northern Kentucky
University in 2004. Kelly earned the designation of Certified Divorce Financial
Analyst (CDFA) in 2014. The CDFA program is administered by the Institute for
Divorce Financial Analysts and demonstrates competency in areas of
financial planning uniquely related to divorce such as tax consequences, dividing
assets and real estate. Kelly is specially trained and certified in collaborative
divorce procedures and is a member of the Cincinnati Association of Collaborative
Professionals and the Association of Northern Kentucky Collaborative Professionals.
Kelly became a Certified College Planning Specialist in 2011 offering college
planning services using her expertise in financial aid formulas, saving vehicles and
comparing costs of colleges and university institutions. In 2016, Kelly completed
the requirements of the Certified Financial Planner Board of Standards Inc (CFP^®).
Kelly became licensed by the department of insurance to conduct business in the
Commonwealth of Kentucky and demonstrated knowledge of insurance products,
insurance laws and ethics.

Kelly Owens, CFP^®, CDFA^®

Partner, Financial Advisor