Kelly Robison, QPA, QKA, QPFC

Kelly Robison, QPA, QKA, QPFC has over 20 years of experience in the financial industry. Kelly served as a Consultant at The Pension Specialists, Ltd. from 1999 to 2006. Kelly then joined Alpine Bank Illinois as a Vice President from 2007 to 2015. Following that, they worked as a Retirement Plan Consultant at American Pension Advisors from 2015 to 2017. In 2017, they joined Heartland Financial USA, Inc. as a Relationship Manager. Currently, they hold the position of Senior Client Relationship Manager at July Business Services, starting in May 2023.

Kelly Robison, QPA, QKA, QPFC, obtained a Bachelor of Arts degree in Accounting from Rockford University, graduating in 1992. In addition to their degree, Kelly has also obtained several certifications, including Certified Retirement Services Professional (CRSP) from the American Bankers Association, and Qualified 401(k) Administrator, Qualified Pension Administrator (QPA), and Qualified Plan Financial Consultant (QPFC) from the American Society of Pension Professionals and Actuaries. The specific months and years in which they obtained these certifications are not provided.