Besides obtaining the required licensing and registrations for serving our clients, Kelly is a leader on our team and demonstrates continuous learning.

ChFC® - Chartered Financial Consultant®

Dives into the essentials of financial planning including income taxation, retirement planning, investments, insurance, and estate planning. The program also addresses the areas where financial planning can dynamically change, like behavior and psychology in finance, financial planning for families with a member with special needs, changing family demographics and small business planning including business succession planning and executive and employee benefits.

RICP® - Retirement Income Certified Professional®

This designation further equips advisors with knowledge to effectively manage the transition from asset accumulation to creating a retirement income plan. This is aimed at delivering intelligent strategies for creating a secure, sustainable income for a client's retirement. These courses look at practical ways to structure effective retirement income plans that go beyond investment portfolio management.

CLU® - Chartered Life Underwriter®

This is the premier designation for insurance professionals and is the profession's standard of excellence. There are eight college-level courses required to obtain this designation which is a holistic approach to insurance planning. This includes a particular focus on ethics and commitment to the client and the designation carries a distinguished reputation backed by security and stewardship.

LUTCF- Life Underwriter Training Council Fellow

This multi-course study provides a background in the fundamentals of risk management planning of multiple insurance solutions. There is also a focus on practicing management to build a sustainable financial services career.