AXIUS - Kelly Stonebarger, MBA, CFP®

Kelly Stonebarger, MBA, CFP®

kelly_stonebarger
Senior Manager, Financial Planning Specialist

Phone: 636.493.9600 | Email

Kelly Stonebarger joined AXIUS Financial in 2011 and currently serves as Senior Manager and Financial Planning Specialist. In this role, she oversees the financial planning department of AXIUS Financial and implements the corporate processes and initiatives. Kelly works alongside the financial advisors to prepare comprehensive financial plans for clients and to help each client achieve their financial goals.

Kelly is far from a newbie when it comes to the financial industry. She started as an intern in 1998 as she was finishing up her bachelor’s degree in Sales/Marketing at Lindenwood University. In 2002, Kelly earned her MBA, and in 2006 she received her CERTIFIED FINANCIAL PLANNER™ certification. She also holds FINRA Series 7 and 66 licenses.

“I’ve worked for large firms in the past, and have really loved working at a smaller, boutique style firm because we can provide advanced service to our clients, giving them the best possible experience.”

As a Military Brat (Air Force), Kelly moved all the time as a child, but considers Colorado her home. You’ll often see her taking trips home to visit family and spend a little time in Monument, Colorado. She currently resides in St. Charles with her husband, Rich, and 2 kids, Ally and Chloe. They also have a bit of a zoo at their house with 2 dogs, a cat, a bird, fish and a turtle. Kelly has her hands full!

Kelly loves to read, you could call her a bit of a book hoarder. If you need a good book recommendation, she is your gal. When she’s not reading, you’ll find Kelly at her daughters’ volleyball games, running, online shopping or dominating at pinball (she’s the pinball champion!).