Zoey Le

"I feel like my financial future is good hands and it's reassuring to have Kelly at the helm. Kelly is both direct and compassionate, and she (and Linda!) are a pleasure to deal with."

Claire H - Lawyer

"Ryan has been thorough, friendly, and knowledgeable! We feel safe knowing that he is looking out for us and listening to our needs."

Deanna T - Public Health

"Kelly has been such a close trusted advisor, and helped us navigate big chapters of our lives. And we wouldn’t be where we are today without her involvement. I cannot recommend Kelly and DLD Financial highly enough!"

Dr. Nathan U. & Arthur Y., Physician & Project Manager