Kellie Kuhar

Kellie Kuhar is an independent Financial Advisor with Trinity Wealth Management Group, offering clients a clear, down-to-earth approach to navigating their financial lives. After starting her career in 2018 at a traditional firm, Kellie transitioned to independence to create space for deeper client relationships and values-driven guidance. Backed by Cambridge Investment Research as her broker-dealer, she provides advice that is transparent, personalized, and free from corporate sales pressure.

As a Coast Guard military spouse, Kellie brings a unique understanding of life’s unpredictability—frequent moves, career shifts, and the balancing act of family and finances. She works closely with individuals and families who want clarity in their planning, support through life’s transitions, and a trusted partner who listens first and speaks in plain language.

Kellie’s focus is on helping people who are ready to take control of their financial picture—those who are tired of feeling behind, overwhelmed, or unsure if they’re on the right path. Whether it’s planning for college, retirement, or the next big step, she believes in practical strategies grounded in each client’s real-world goals.

Outside of her advisory work, Kellie is married with a son and daughter. Her family life is full of baseball games, college visits, travel adventures (especially cruising), and cozy evenings with a crochet hook or a good book in hand.

She holds the Series 7 and Series 66 securities registrations, a Florida Life and Health (2-15) license, and is a Retirement Income Certified Professional® (RICP®).