Kaylee McClellan, CFP®

Financial Advisor

About Kaylee

Kaylee McClellan is a CERTIFIED FINANCIAL PLANNER™ who helps high-achieving women and couples align their money with the life they want to live. Known for her approachable style and ability to simplify complex financial concepts, Kaylee blends strategic expertise with a personal, lifestyle-focused approach, helping clients feel both confident and understood.

Her planning philosophy goes beyond investments alone, focusing on how money supports lifestyle goals, wellness, major life transitions, and long-term legacy. With a background in economics from the University of Minnesota-Duluth and additional certifications in behavioral finance and portfolio management, Kaylee delivers comprehensive financial planning designed to bring confidence, organization, and clear direction.

Outside of her work with clients, Kaylee has a strong appreciation for wellness, style, and design. Fitness is a meaningful part of her daily life, and she believes financial confidence and personal well-being often go hand in hand. She’s equally inspired by thoughtful interiors, timeless fashion, antique finds, and creating memorable experiences – whether hosting an intimate dinner party, returning to her favorite local restaurants, or spending time at home with her husband and their Belgian Malinois, BoJack.

Her philosophy is simple: planning should suit your style, because wealth is most powerful when it supports the life you truly want.