Located In
Gilbert, Arizona


National Planned Giving Institute at the College of William & Mary

R & R Newkirk Comprehensive Planned Giving Training Seminar

Advanced Leadership and Philanthropy Academy

Memberships & Associations

National Association of Charitable Gift Planners

Planned Giving Round Table of Arizona, Member, 1998-Present, Board of Directors

Advisors in Philanthropy

Kingdom Advisors


Boys & Girls Clubs of America, Director of Major and Planned Giving (Pacific Region), 2007-2021

American Red Cross, Gift Planning Officer, 2004-2007

Arthritis Foundation, Regional Director of Planned Giving, 2001-2003

CB Foundation of Arizona-Ministry Advance Foundation, Executive Director, Mid-West Regional Vice President, 1998-2000

For Kelley, joining Thompson & Associates was in many ways a “coming home” and a completion of a lifelong calling.

Kelley entered the financial services field with the dream and purpose of helping people meet their life, family and personal financial needs through values-based holistic financial planning. Eventually he became involved in the world of nonprofits, philanthropy and Biblical stewardship leading to his serving as the Executive Director of a Christian Foundation and then serving several national nonprofit organizations in the field of planned and major gifts.

Kelley believes that estate planning is not just about taxes or the technical process. Kelley aligns directly with the unique approach of Thompson & Associates that values-based estate planning is about providing people with an opportunity to pass on their values as well as their assets in both a technical and orderly legal process. Kelley loves working people so that individuals have plans that provide for their future security, leave a legacy for their loved ones and potentially establish philanthropic gifts to those organizations that they care about.

Kelley is married to Carol living in the Phoenix, AZ area. They are active in their church with Carol being on staff and Kelley serving in various capacities including stewardship and financial counseling ministry. They both are most often found involved with their children’s families (4) and spoiling one or more of their 8 grandchildren.