Steel City Wealth Collaborative provides safe space to get serious about your financial goals.
Professional expertise and advice helps you feel confident in your next steps.
One step in the right direction can have a dramatic effect— everyone should have access to information and resources enabling just that.
Kelly is a CERTIFIED FINANCIAL PLANNER(TM) professional, Certified Student Loan professional (R), a Certified Divorce Financial Analyst (R) practitioner, and Certified Financial Therapist-1(TM). She maintains those credentials with annual continuing education programs to stay up to date and would consider herself a lifelong learner.
Life credentials include growing up in a home with a single mom in the Steel City who worked miracles with financial resources available, business ownership, college funding and student loan survival, buying and selling property and cars, military service member household with multiple PCS moves, divorced family members and friends, life’s twists and turns.
Max completed his Bachelor’s Degree in Business Management from Chatham University in 2024 and spent his final semester in Berlin, Germany. Max enjoys managing the Fresh Squeezed Finance YouTube channel and creating captivating marketing designs for SCWC.
Fred has not attended and would likely not graduate from any obedience school programs. He is completely lovable and listens on occasion (typically if a treat is involved).
Founder
Kelly Reddy Heffner
CMO Marketing
& Social Media
Max Heffner
Director of High Fives
Fred Rogers