Our Thoughts

Team Spotlight: Kelly McNerney

The latest installment in our monthly Q&A session where we sit down with members of the FJY team to find out a little bit more about what exactly they do here and what makes them tick.

This Month: Associate Financial Advisor Kelly McNerney.

How did you meet the members of FJY?
I interned at a firm in Northern Virginia during the summer of 2013, and briefly met Jon Yankee for the first time at the Financial Planning Association National Capital Area Spring Symposium that summer. I was lucky enough to be a student attendee at the Financial Planning Association National Conference in Orlando later that fall, which is where I formally met Jon as well as Laurie Belew. I’m very grateful that our paths crossed during that conference, and that I was offered a job with FJY the following spring.

What do you remember about the first concert you ever attended?
The first concert I ever attended was Shania Twain in 2002 in East Rutherford, New Jersey. While I don’t remember much about the actual concert, besides singing along to “Man! I Feel Like a Woman!” at a very young age, I do remember that I went with my two younger sisters, my best friend and her two younger sisters, and our moms. The greatest part is that the six of us are still best friends and vacation together every year!

How did you decide you wanted to work in the financial planning industry?
I have always had a passion for helping others as well as a talent for numbers. Based on that, I decided to major in Mathematics and Education when I enrolled at William Paterson University. Honestly, I didn’t even know what the financial planning industry was, or that I could major in Financial Planning. At the start of my junior year, I began second guessing my decision to pursue a career in education. I found myself at the career development center, and was put in contact with the Financial Planning Program Director, Luke Dean. He showed me that Financial Planning would allow me to teach others by using my interpersonal and analytical skills, and that was exactly what I was looking for in a career. After talking to him for a few hours, I decided to take a chance and change my major to Financial Planning.

If you could meet anyone dead or alive, who would it be and why?
I am a die-hard New York Yankees supporter, so all of the sports fans can probably guess my answer to this question. Yes, Derek Jeter. Some of my greatest memories growing up include going to Yankees games or watching them at home with my dad. Derek Jeter is one of the most respected athletes of all time, a five-time World Series champion, and also a Jersey native (like me)!

What was your favorite toy as a child?
When I was 4, I was admitted to the hospital for a week with pneumonia, and the nurses gave me a pink stuffed puppet to play with. I creatively named her Pinky, and did not let her go from the moment she was given to me. I also played with the common toys of the 90’s: Barbies, Polly Pocket, Furbies, etc., but Pinky was by far my favorite. She is now spending her time in the attic at my parent’s house.

If you could live anywhere in the world, where would it be and why?
This is a challenging question for me because I haven’t yet traveled to many places that I think I would love. If I had to pick, I would probably say somewhere in Ireland. Ireland is rich in culture, has beautiful scenery, and is where most of my ancestors originated from.