Kelly Waltrich

Kelly Waltrich is currently the CEO & Co-Founder of Intention.ly, a financial services growth engine design consultancy and marketing agency. Prior to this role, Kelly has held various positions in reputable fintech firms such as Orion and eMoney Advisor. With a background in marketing and communications, Kelly has also worked at Janney Montgomery Scott LLC, M Financial Group, and Turner Investment Partners. Kelly graduated from James Madison University with a degree in Business Administration, focusing on Marketing & Communications.