"I am very pleased to comment on the excellent advice and financial planning I have experienced working with Kelly. When I first came to her, I was concerned that I wouldn't have the financial resources to enjoy retirement. She listened to my concerns and priorities and helped build and shape my financial profile through her highly effective, knowledgeable, and collaborative working style. Given her excellent mentorship and advice, I have been able to retire with a real sense of security over my financial future. I look forward to working with Kelly for years to come."
Dr. Arlene Y, University Professor
