Stefanie Kelly | Modern Woodmen Financial Representative

Stefanie Kelly

FIC
Photograph of Stefanie Kelly

Stefanie Kelly

FIC

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Stefanie Kelly

At work

At work

Why I do what I do

Why I do what I do

I am so blessed to be able to make a living by helping others and their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with fraternal programs and activities. It’s very rewarding to be able to do what I do.

I serve members in…

Wisconsin, Florida, Kentucky and Minnesota.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, mutual funds and variable annuities.

I attended…

Murray State University.

I chose Modern Woodmen because…

I believe in the organization - not only for how it supports members to help them reach their financial goals, but also for the way it supports my community and allows me to give back.

The best part of my career is…

helping my members. Whether it's planning for their retirement or protecting their families with life insurance, I feel good knowing I helped make a positive impact on their lives.

“I am so blessed to be able to make a living by helping others and their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to be able to do what I do.”

At home

At home

My life outside of work

My family includes…

my husband, Dave, and our two rescue Pomeranians, Balto and Lulu.

In my free time, you can find me…

riding on a portion of Route 66 and Wisconsin's beautiful back roads or visiting antique shops on my Harley-Davidson.

My greatest blessing is…

my family and my health.

In the community

In the community

My local community impact

I have lived in my community…

for 21 years.

I’m a member of…

MESBA and Blue Knights International Law Enforcement Motorcycle Club.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

Matching Fund projects to raise money for those in need.

My favorite memory from a fraternal event is…

building a wheelchair ramp for a senior veteran with local volunteers and Modern Woodmen Members. We had a small but mighty team and built the ramp in one day in November, in Wisconsin, where you never know what the weather will bring so close to winter. The veteran was so thrilled with our finished product and relieved that it didn't cost him a dime. We still stay in touch.

Current insights

Merry & Bright B-Sides

Looking to mix things up at your next holiday gathering? Our Merry & Bright B-Sides playlist has you covered with hidden gems you may not have heard! 🎄❄️ Listen now and find some new holiday favorites: https://open.spotify.com/playlist/5mERDP9cPGeTl6vIpadu5X?si=6a9de01083cf4875&nd=1&dlsi=19d1a23810054de4

Learn more

Give the gift of your legacy. Have you created your estate plan? Estate plans are a series of legal and financial documents that can help protect you, your family and your belongings. I can help. Contact me today! https://www.modernwoodmen.org/resource-hub/estate-planning/top-reasons-for-estate-plan/

Read more

As we step into another promising year, it's the perfect time to reflect on 2024 and realign your financial goals. What are your financial fitness goals? Let me know in the comments below or contact me to talk!

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Providing for your family in case of tragedy – Modern Woodmen of America

Modern Woodmen's Orphan Support Benefit helps parents feel secure knowing their children will be provided for - no matter what happens. Hear from the Vitagliano family about how Modern Woodmen supports their family. https://youtu.be/s-W54Dy_JtE

Learn more

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.
Your financial goal(s)
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How we use your information
Notice of collection for California residents
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

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