Kelly Bashore

Investment & Portfolio Manager

I earned my Bachelor of Arts in finance from Shippensburg University and hold a Series 65 license. At Addis Hill, my work centers on the investment side of financial planning, overseeing asset allocation, tax-location strategy, and portfolio rebalancing, and helping develop investment models tailored to each client’s plan.

Making sense of complexity is what I enjoy most – making tangled financial details efficient, organized, and easier for clients to understand. Addis Hill gives me the room to lean into that strength, in a professional yet approachable environment where everyone is ultimately focused on doing right by our clients.

I was born and raised in Parkesburg, PA where I still live today. My husband Dave and I have two children, Jake and Hanna, and two grandsons, Chase and Jackson, who keep us young. I love a good puzzle, and some of my favorite moments are spent in the kitchen – cooking, pairing wine, and experimenting with new recipes – or simply enjoying time with my grandsons.

Message With Me

Kelly Bashore

Investment & Portfolio Manager

I earned my Bachelor of Arts in finance from Shippensburg University and hold a Series 65 license. At Addis Hill, my work centers on the investment side of financial planning, overseeing asset allocation, tax-location strategy, and portfolio rebalancing, and helping develop investment models tailored to each client’s plan.

Making sense of complexity is what I enjoy most – making tangled financial details efficient, organized, and easier for clients to understand. Addis Hill gives me the room to lean into that strength, in a professional yet approachable environment where everyone is ultimately focused on doing right by our clients.

I was born and raised in Parkesburg, PA where I still live today. My husband Dave and I have two children, Jake and Hanna, and two grandsons, Chase and Jackson, who keep us young. I love a good puzzle, and some of my favorite moments are spent in the kitchen – cooking, pairing wine, and experimenting with new recipes – or simply enjoying time with my grandsons.

Message With Me

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