About Kelli
Kelli brings more than 20 years of experience in tax, investment, and retirement planning to her clients. She currently provides tax, investment, and retirement advice to executives, retirees, entrepreneurs, and young professionals. Kelli also participates in the firm’s educational programs to support women.
Education and Professional Milestones
-University of New Hampshire – bachelor’s degree
-CERTIFIED FINANCIAL PLANNER™ - enrolled
Kelli brings more than 20 years of experience in tax, investment, and retirement planning to her clients. She currently provides tax, investment, and retirement advice to executives, retirees, entrepreneurs, and young professionals. Kelli also participates in the firm’s educational programs to support women.
Education and Professional Milestones
-University of New Hampshire – bachelor’s degree
-CERTIFIED FINANCIAL PLANNER™ - enrolled