Deborah Kelly, CFP®

Deborah Kelly, CFP® is a Financial Planner at Potomac Financial Group who brings determination, empathy, and a problem-solving mindset to every client relationship. Known for her ability to break down complex decisions into practical, manageable steps, Deborah finds deep satisfaction in helping people untangle the financial questions that keep them up at night. Whether guiding someone through a major life change or mapping out long-term priorities, she is driven by the opportunity to support her clients' overall well-being. With a background in biology and a natural curiosity about how things work, Deborah approaches each conversation with thoughtful attention and genuine care—listening carefully to understand what matters most to the families she serves.

Working alongside her son, Greg, since 2024 has added another meaningful dimension to her work, allowing her to continue the tradition of building lasting connections and serving as a trusted partner through life's important transitions. Deborah believes that financial planning is ultimately about empowering people to live with greater peace of mind and confidence in their futures.

Deborah holds a Bachelor of Science in Biology from Villanova University and the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.

Raised in West Laurel, Maryland, Deborah has always embraced a full and active lifestyle. A testament to her determination and heart, she ran a half marathon on crutches to raise money for the American Stroke Association and has completed a full marathon—never backing down from a challenge, especially one in service of others. She enjoys travel, golf, camping, and beach days, often spending these moments with her husband, children, and her growing number of grandchildren. For Deborah, life is about showing up for the people she cares about and making time for family gatherings whenever possible—a value that extends naturally to how she approaches her work with clients.