Our Team

I have worked in the financial industry since 1989, beginning my career at Northern Trust in Chicago, specializing in Large Corporate ERISA as well as Personal Trust and Investment Management. I spent eighteen years at Northern Trust before joining Bank of America for a brief time and was responsible for Personal Trust and Investment Management clients.

My knowledge covers the financial services gamut. I offer a concierge type service which specifically caters towards individual clients needs, objectives, and goals. I work effectively with clients who have budgeting needs, investment management, insurance, and other issues designed to help my clients.

I’ve spoken or participated at a variety of conferences, including the Illinois State Bar Association-Family Law Section, The Chicago Bar Association-Family Law Section, The American Academy of Matrimonial Lawyers, American Banking Institute, Cannon Trust School, and various think tank discussions.

I am a Registered Representative of LPL Financial and also hold my life and health insurance licenses. I also have received training as a Divorce Mediator from Northwestern University in Chicago.

I am  on the Board of Building Peaceful Bridges, a non-profit organization supporting people of all faiths to integrate into American culture, and also an advisor to Inca-Digital,  an open-source data company, serving the crypto sector and the wider financial system and am a member of The Syracuse University Alumni Association.

I enjoy fishing, tennis, hiking, the outdoors, and spending time with my family.

With over 25 years of experience in wealth management, Kelly Ipjian provides sophisticated investment guidance and personalized financial strategies tailored to the unique needs of each client. Specializing in long-term wealth planning, portfolio management, and financial stewardship, Kelly is committed to delivering exceptional service built on trust, discretion, and lasting relationships.

Through a highly personalized approach, Kelly works closely with individuals and families to develop customized solutions that align with their financial goals, lifestyle, and legacy planning objectives. The goal is always a client experience centered on confidence, clarity, and long-term financial success.