A native of Omaha, Kelly is a self avowed sports nut and has spent over 25 years in collegiate and professional athletic administration. He has served as Athletic Director, or as consulting AD for five different institutions from coast-to-coast.
Kelly began his investment career in 2007 with A.G. Edwards. While there, he met Craig Arnwine at the corporate headquarters in St. Louis. When Kelly moved to Durango, Colorado to become the Director of Athletics at Fort Lewis College, he reconnected with Craig and his family, becoming very close friends.
Kelly joined Evergreen Wealth Advisors in 2012 as an Investment Advisor Representative. In addition to his investment experience, Kelly has an extensive background of public administration and leadership. That, combined with his higher education, gives him a unique vantage point with his clients.
Kelly and his wife, Julie, have a daughter, Lauren, and a son Jack. Both have received their college degrees and have advanced into grad school and beyond. Kelly and Julie are both active volunteers as licensed foster parents. Kelly serves on the board of the ECAC (East Coast Athletic Conference) and Julie spends numerous hours helping her parents and volunteering with their church. When they have a spare moment, they enjoy skiing, golf, and travel with their children.
Kelly earned his BS in Business Management from the U of S Dakota, an MS from the U of Nebraska, and his Doctorate in Management from Temple University. He holds the Series 65 and is registered as an investment advisor representative.
Craig began his investment career in 1994 and spent the next 12 years representing some of the world's most reputable investment managers. He served as a Vice President of Wholesale Distribution for over 10 years. During his tenure, his institutional clients placed over $2.5 billion with his respective portfolios. Craig has been featured as guest speaker at hundreds of investor workshops, regional and national NYSE firm conferences, and civic organization meetings. He is known for his ability to take complicated financial strategies and simplify them so that a novice investor could easily understand.
The Arnwines moved to Durango, CO in May 2005, as it was the ideal “small town” to raise their family. Craig subsequently retired from the financial services industry and started the first of several small businesses the family has owned since arriving in Durango. His investment experience, combined with his small business experience, gives him a unique vantage point with his clients, both individuals and small businesses alike.
Craig’s underlying philosophy as President of Evergreen Wealth Advisors is that each investor has a unique set of financial goals and circumstances. He listens, and then implements a customized plan to meet the investors’ needs.
Craig and his wife, Gillian, have a daughter, Lane, and a son, Joseph. Gillian is a real estate agent with The Wells Group Durango and volunteers with numerous organizations. Craig spent numerous years coaching youth football, hockey, basketball and baseball. He now sits on the Boys & Girls Club of La Plata County Board of Directors, and perviously served as the Director of Coaching for Youth Baseball of Southwest Colorado. When they have a rare spare moment, they enjoy playing ice hockey, skiing, and boating with their children.
Craig earned his B.S. in Finance from Arizona State University. He holds a Series 65 Designation. The Series 65 exam, called the Uniform Investment Adviser Law Examination, covers laws, regulations, ethics and topics such as retirement planning, portfolio management strategies and fiduciary responsibilities.