Clarity Today. Confidence for What’s Next.
Personalized guidance for your next chapter — and the years beyond.
Meet Your Advisory Team
At KJ&J Wealth, we believe financial planning is about more than investments. It is about understanding the people, priorities, and decisions behind the numbers. Our team brings together decades of experience, disciplined planning, and attentive client service to help you move forward with greater clarity and confidence.
Kelly Fennelly
CFP®, MBA · Co-Owner
Kelly brings more than 20 years of personalized financial planning and wealth management experience. She has guided clients through challenging market environments, major life transitions, and the emotions that often accompany important financial decisions.
She finds great purpose in helping clients feel informed, organized, and confident about their financial future, even when markets and life are unpredictable.
Outside the office, Kelly enjoys time with her husband, children, and grandchildren, including family vacations and time at their home on Sweetwater Lake.
Jack Evans
CFP®, MBA · Co-Owner
Jack is a U.S. Navy veteran who brings a disciplined, proactive planning style to his work with clients. He earned his undergraduate degree from Indiana University and his MBA from the University of Notre Dame.
His favorite part of being an advisor is building meaningful relationships and having candid conversations about opportunities, risks, and tradeoffs so clients can make thoughtful decisions with greater clarity.
Jack lives in Indianapolis with his wife and children. As a family, they enjoy visiting Indiana’s state parks.
Jami Wolsiefer
MBA · Director of Client Services
Jami plays a key role in client service, operations, communication, and follow-through. She helps keep the client experience smooth and organized while supporting the day-to-day details that allow the advisory team to stay focused on clients.
Jami holds her MBA and is currently working toward her CERTIFIED FINANCIAL PLANNER® certification.
Jami resides in Indianapolis and enjoys home projects with her husband and children.
A Steady Partner for Each Stage of Your Financial Life
Our role is to help you connect the moving parts of your financial life — investments, retirement income, taxes, estate considerations, risk management, and family goals — into one coordinated plan. We meet you where you are, help you define where you want to go, and provide ongoing guidance as life and markets change.
Clear Review
Understand what you own, why you own it, and whether it still supports your goals.
Personalized Planning
Build strategies around retirement, cash flow, taxes, legacy, and risk — not one-size-fits-all solutions.
Ongoing Partnership
Stay organized with proactive reviews, communication, and adjustments as your life evolves.
Ready for a conversation?
We would welcome the opportunity to learn what matters most to you and discuss how we can help.