Business-to-Business

 

Are you looking to add other related professionals to your network or referral group? Kelly is!

She works with and welcomes an opportunity to add other professionals such as financial advisors, financial planners, CPAs, accountants, and  insurance representatives, to her "toolbox" to help clients round out their planning to cover all areas related to estate planning.

Click below to schedule a Meet & Greet to learn more about Kelly and the way she provides services to her clients and find out how you might work to assist common clients.