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Professional Profile

Kelly Headshot 2021_edited.jpg

I am a growth-minded, passionate executive with a remarkable track record for creating a culture that encompasses visionary thinking, collaboration, and immense growth opportunities.

I serve as a Maxwell Leadership Team Member, Executive Director, Certified Trainer, Coach and Speaker seeking to bring more value and leadership to the world.

I have over 30 years’ experience in automotive retail, claims administration, captive insurance management, and business development through agency and strategic partners.

Leadership & Experience

2020 - 2022

Portfolio Holding, Inc.

Executive Vice President, Strategic Ventures

Focused on mergers, acquisitions and development of adjacent business opportunities for alignment and growth initiatives to increase the overall size and nimbleness of the company.

2020 - Present

Driven Capital Partners


A joint venture formed to invest in and consult with growth-oriented companies focused in areas related to automotive, administration, insurance, and technology.

1996 - 2020

National Automotive Experts/NWAN, Inc. 

Chief Executive Officer

Led and motivated the growth of the company from a startup third-party administrator to being one of the most innovative and client-driven administrators in the nation. Created products that revolutionized the industry. Company was acquired by Portfolio Holding, Inc., an Abry Partners company, in 2020.

2016 - 2020

Imprise Insurance 


Created one of the first insurance captives in the State of Ohio to provide creative and wealth-building solutions for clients nationwide. Company was acquired by Portfolio Holding, Inc., an Abry Partners company, in 2020.

2020 - Present

Portfolio Holding, Inc.

Board Member 

Provide valuable insight into the aspects of the business relating to strategy, finance, legal and sales initiatives, striving to align the interests of shareholders and leaders.

1990 - 2001

Sunnyside Automotive 

Vice President 

(Remained a Consultant through 2006)

Led the dealership group in all areas related to finance and insurance products. Created, implemented, and facilitated all corporate training for sales, finance, service, and management. Managed the captive reinsurance companies for the dealership group.

2021 - Present

Maxwell Leadership

Certified Trainer, Speaker & Coach

Bringing leadership, personal growth and team building initiatives to companies, teams and individuals to help create healthy, happy humans.  

2018 - Present

Changing Lives Foundation

Executive Director

Servant leader of a non-profit organization that provides financial assistance to those in catastrophic need as well as helping to develop leaders and individuals to improve their leadership skills to promote better values and beliefs throughout the world.  

Non-Profit Management

Trainer, Speaker & Coach

Culture Development

Business Consulting

Change Management

Project Leadership

P & L Management

Process Improvement

Leadership Development

Employee Recognition

Due Diligence & Analysis

Employee Recognition & Retention

Startup & Growth Initiatives

Captive Insurance Management

Strategic Planning


Boards & Affiliations

  • Changing Lives Foundation, Executive Director, Board of Directors
  • Lender Compliance Technologies, Board of Advisors
  • Inspiring Children Foundation, Board of Advisors
  • Cleveland Christian Home, Advisor
  • Providers & Administrators Board of Advisors (2016, 2017, 2019)
  • F&I Providers Relief Fund Board Member, Executive Chair
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