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Reuniting You & Your Money

Creative solutions require veteran knowledge and experience.  For over 25 years, we have confirmed that productivity is the only economic security.  Hitting the ball out of the park for each client is the “secret” of our business model.  It converts clients to evangelists.  Getting people to step back and look at a whole picture is what we are about. 

I’m Kelly Vaughn, president of WealthStream, LLC.  Our firm is independent.  That freedom is earned each day.  Though we are independent, we are not alone.  We have forged alliances with many of the financial industry’s premier financial organizations. 

1983 - I graduated from Washington State University with a bachelor degree in International Business, with a minor in Asian Studies, which included a year of studies at Kansai University of Foreign Languages in Osaka Japan.

1993 - I earned the Chartered Life Underwriter designation from The American College, Bryn Mawr, PA.  

1999 - I received the Chartered Financial Consultant designation from The American College, Bryn Mawr, PA.


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