MarshBerry Welcomes Kelly Mills

October 26, 2022

Woodmere, OH, October 26, 2022 – MarshBerry, a leading investment banking and consulting firm serving the Insurance Distribution and Wealth Management industries, welcomes Kelly Mills as a new Director within the Financial Advisory team. Kelly brings strategic insights and knowledge from her almost 20 years of experience in Merger & Acquisition (M&A) and Financial Due Diligence with nearly a decade of focus on transactions in the Wealth Advisory and Registered Investment Advisors sectors.

“Kelly’s successful M&A and due diligence background adds depth to our advisory offerings and allows her to identify potential red flags in existing wealth strategies,” says MarshBerry President of Financial Advisory Phil Trem. “Her analytical talents and bold leadership have helped firms facing financial difficulties regain control, purpose and profitability. We look forward to celebrating Kelly’s future achievements in her new role.”

MarshBerry’s Financial Advisory division partners with clients who are looking to plan for their future, perpetuate internally, or those looking to buy or sell in the insurance distribution and wealth & retirement plan advisory markets.

Prior to MarshBerry, Kelly had served as the Chief Financial Officer of Fiduciary Network, now Emigrant Partners, a private investor in wealth managers.  She was also in public accounting for many years, primarily providing due diligence and transaction services to private equity buyers.

Kelly is a Certified Public Accountant with the Texas State Board of Public Accountancy since 2001 and has a Master of Science in Accounting from Texas Tech University.

She is a member of the American Institute of Certified Public Accountants (AICPA) and Financial Executives International (FEI).

MarshBerry – Helping Clients Learn, Improve & Realize Value

Founded in 1981, MarshBerry serves the insurance distribution and wealth management industries including insurance agents & brokers, specialty distributors, private equity firms, and wealth management firms. MarshBerry’s industry-specific services help clients build, enhance and sustain value through: Merger & Acquisition Advisory, Debt & Equity Capital Raising, Financial Consulting, Market Intelligence & Benchmarking, Organic Growth Consulting, Connect – Executive Peer Exchange, and FirstChoice – Aggregation. Learn more at

Investment banking services offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., LLC.