Inspiring Confidence, Clarity & Connection
Our Team
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Susan W. Jones, JD, CFP®, CDFA®, Managing Partner
With 25 years of experience as a tax attorney, CFP®, and CDFA®, I bring deep technical expertise to complex financial matters—including tax planning, multigenerational estate planning, business transitions, and wealth management. My multi-disciplined background spans law, financial planning, and accounting, allowing me to deliver integrated, strategic advice across the full spectrum of a client’s financial life. I’m known not only for precise, analytical guidance and practical, real-world solutions, but also for creating a warm, comfortable environment where clients feel supported, informed and in control.
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Sara Gelsheimer, CFP®, AIF®, Partner
I’m a CFP® and AIF® who’s passionate about helping women make confident financial decisions—especially during times of transition. With more than 15 years of experience as a financial advisor, I blend technical expertise with genuine compassion. I love building deep relationships with my clients and helping them algin their money with their purpose. I believe financial planning isn’t just about the numbers; it’s about giving women the clarity, support, and confidence they need to step boldly into their next chapter.
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Jaqueline (Jackie) Kelly, AFC®, Partner
As an Accredited Financial Counselor (AFC®), former military spouse, and successful career-changer, I bring both expertise and empathy to helping women navigate life’s financial crossroads. At Sorelle Wealth Partners, I focus on empowering women to dream boldly and move forward with clarity and confidence. I combine my background as a wealth manager with my AFC® training to create practical, values-driven strategies that help you build a strong financial foundation, embrace new opportunities, and chart a future that feels truly your own.