Kelly Lupa

Wealth Associate

Kelly is a key part of our team at Rothschild Wealth Partners. As a Wealth Associate, she assists in the smooth running of our office by providing a wide range of administrative functions. Her academic journey at the University of Illinois at Urbana-Champaign, where she achieved high honors and earned her bachelor’s in finance from the Gies College of Business, is a testament to her capabilities.

Kelly is keen to develop her skills and make a significant contribution to our team. Her enthusiasm for starting her career in the financial services industry reflects her dedication to serving our clients and continually improving customer service. 

Our Independent Financial Advisory Team

We believe that our strength lies in our team. We bring together a diverse group of financial professionals, each with their own skills and experiences, to help you organize, protect, and grow your money.

Live your best financial life with the help of a true independent fiduciary like Rothschild Wealth Partners. 

Let Us Help Define Your Success

There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.

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There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.