Financial Expert: Kelly Becker

Kelly J. Becker

Initiative Executive Assistant


My Net Worthwhile® is advocating for clients in helping safeguard their families and the wealth they have earned.

With an impressive tenure spanning over 20 years in the industry, Kelly has cultivated a wealth of knowledge and expertise that she brings to her current role as senior initiative executive assistant.

Kelly serves as a linchpin in supporting two senior wealth advisors and their respective teams, playing a pivotal role in various facets of the business. Her responsibilities encompass a broad spectrum, and she focuses extensively on business development, client experience, practice management, and insurance solutions analysis. Her commitment to facilitating collaboration between clients and advisors is the driving force behind her dedication to excellence.  

Before joining SignatureFD in 2015, Kelly honed her skills at Peachtree Planning, an Atlanta-based financial planning firm. She holds an Associate Degree in Accounting from the University of Arizona.  

Kelly finds joy in sharing her life with her husband, Ted, and their two sons, Colin and Aiden. Kelly enjoys playing golf and gardening and is passionate about exploring the great outdoors and traveling around the globe.


*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.