Mary Kelly

p3-2Public Benefits Coordinator & Notary

Mary, with vast experience acquired during a career as a health care professional, has an acute awareness of the needs of our older clients in regard to planning for  healthcare coverage, housing and finances as they age. She has extensive experience and knowledge regarding public benefits such as Medicare, ALTCS, and Veterans Benefits. Having a healthcare background, Mary understands  the challenges related to the aging process and medical conditions and assists with planning to pay for long-term care.  .

Mary enjoyed caring for her black lab Mandy.  She promotes pet estate planning to ensure animals are provided and cared for, in case of the owner’s disability or death.