Celebrating 10 Years of Impact: Honoring Kelly Stanley, CFP® MBA

A Decade of Dedication, Vision, and Partnership

At Cogent, we know that wealth is not just about numbers—it’s about people. It’s about the right guides showing up at the right moments to help others make better decisions, avoid preventable mistakes, and live a life full of purpose.

Kelly Stanley, CFP® MBA joined our firm 10 years ago with a clear mission: to help high-achieving professionals—especially busy women balancing full lives—gain confidence and clarity in their financial decisions.

Today, Kelly is not only a Partner and Wealth Manager, but a foundational part of Cogent’s DNA.

“Kelly has made us all better—clients, team, and firm. Her ability to blend deep technical knowledge with empathy and insight has transformed how we serve. She makes clients feel seen, supported, and fully equipped to live life on their terms.”
— Michael Evans, Founder

Over the past decade, Kelly has:

• Delivered extensive tax planning and return reviews that bring clarity and reduce stress.
• Empowered countless clients to take control of their finances through education, strategic design, and encouragement.
• Served as a go-to resource for education planning, legacy design, and portfolio alignment.
• Played a key role in shaping our firm’s commitment to personalized, evidence-driven wealth management.

She is a steady hand during uncertainty and a creative force when solutions are needed most. 

Her contributions reflect not just a decade of work, but a decade of deep care, conviction, and service.

Kelly: I feel incredibly honored to walk alongside clients as they navigate life’s many transitions—celebrating milestones, overcoming challenges, and everything in between. There’s nothing more fulfilling than seeing someone’s vision for the future take shape, and knowing I’ve played a small part in making that happen.

Over the past decade, my commitment has remained the same: to deliver lasting value and peace of mind. As I look to the future, I’m energized by the possibilities—leveraging innovative tools and forward-thinking strategies to help our clients live fully, confidently, and on their own terms, all while keeping more of what they’ve worked so hard to build.

“The greatest joy for me is seeing the peace of mind in a client’s eyes when they realize they’re not alone—that we have a plan, and they can move forward with confidence. That’s the heart of what we do and Kelly has played a huge role in our delivering this to our Cogent Client Families.”
— Michael Evans, Founder

Kelly, thank you for being the steady, thoughtful, innovative leader you are. You’ve made an enormous difference in the lives of so many, and we’re proud to call you our partner, teammate, and friend.

Here’s to the next chapter—and the many lives you’ll continue to impact.