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Team

Diane Kelly, CLU, ChFC, AIF

Registered Admin

(860)-875-0106

(860)-221-3794

Diane.kelly@kellyandyowell.com

Diane Kelly is the founder of Kelly & Yowell Financial, a full service financial services firm located in Tolland, CT. Before she retired in July 2023, Diane was a trusted advisor and friend to her clients throughout her more than 45 years as an advisor. To ensure that her legacy as a trusted partner to her clients would continue after her retirement, Diane brought her daughter, Tammy, into the practice ten years before she planned to retire. Tammy now continues to work with the clients that have placed their trust in Kelly & Yowell Financial for so many years.  

Diane has been married to husband Mike for more than 50 years, and together they have two daughters: Abby and Tammy. Diane enjoys traveling and spending time with her two grandsons, John and Grant.

Tammy Yowell, MBA, CFP®

 

CERTIFIED FINANCIAL PLANNERâ„¢

(860) 875-0106

(410)-774-0214

Tammy.yowell@kellyandyowell.com

Tammy K. Yowell is the second-generation owner of Kelly & Yowell Financial, a comprehensive financial planning firm located in Tolland, CT. As a financial planner, Tammy specializes in working with clients that are focused on creating multi-generational wealth for their families. This is achieved through a combination of financial consulting and/or asset management, depending on the needs of each individual client.

A typical client for Tammy is someone that is mid-career and focused on simultaneously providing for their families while saving for their own retirement, or someone that is approaching or entering their retirement years and looking to ensure they make strategic financial decisions for their Golden Years.

Tammy is a CERTIFIED FINANCIAL PLANNER, holds an MBA, and is an investment advisor representative of Cetera Advisor Networks LLC (member FINRA/SIPC).  She holds the FINRA series 6, 63, 7, and 66 securities registrations.  Tammy is active as a member of the BETA National Study Group and enjoys traveling and spending time with her family, especially with her sons, John and Grant.