Cfp® Kelly M. Lewis Jd, Llm

Kelly M. Lewis, CFP®, JD, LLM has a diverse work experience. Kelly M. began their career in 2013 as a Contract Attorney at Immigrants First, PLLC, where they represented clients and handled various immigration cases. In 2013, they also worked as a Legal Content Writer at Law Blog Writers, LLC. Kelly's most recent position is as an Associate Director of Financial Planning & CERTIFIED FINANCIAL PLANNER™ at John G. Ullman & Associates, Inc., which they started in 2014. In this role, they provide comprehensive financial management services, identifies new business prospects, and maintains expertise in financial management practice.

Kelly M. Lewis, CFP®, JD, LLM, obtained a Bachelor's degree in Culture & Communications from Ithaca College in 2008. Kelly M. then went on to complete their Juris Doctor (J.D.) degree in Law at the University of the District of Columbia David A. Clarke School of Law (UDC Law) from 2009 to 2012. Kelly further pursued their education at Georgetown University Law Center, where they earned a Master of Laws (LL.M.) degree in Taxation/ Certificate in Estate Planning from 2012 to 2013. In addition to their formal education, they hold the certification of CERTIFIED FINANCIAL PLANNER from the CFP Board, although specific details regarding the date of obtaining this certification are not available.