Kelly began working with Brian in 2005 after spending three years as a senior operations specialist at Wachovia Securities, a predecessor firm of Wells Fargo Advisors.
Kelly is responsible for the daily implementation of the group's client service standard and handling the administrative and operational matters for the team. She is also responsible for helping implement portfolio strategies and risk management tools. Kelly shares Brian's vision that sound investment advice and excellent and proactive services are the keys to achieving their goal of 100% client satisfaction.
Kelly also provides a customized WealthPlan to serve as a roadmap for your financial future. Kelly wants to understand your goals and objectives, so she can devise creative strategies to help you pursue your family's dreams and achieve your lifelong financial needs.
Kelly's highest aspiration is customized advice and unparalleled service. Making a difference in the lives of her clients is not only her job, but her responsibility.
Kelly passed the Series 7 and 66 exams and is licensed for life insurance. She has received multiple individual awards and recognitions for her ongoing commitment to career development and exceptional service to clients on a daily basis.
Away for the office, Kelly spends her free time with her husband, Rahim, their two daughters, Kayla & Aliyah, and their Blue Nose American Staffordshire Terrier, Castle.
Kelly is very passionate about Autism and the medically fragile. Her daughter, Kayla, was diagnosed with Autism Spectrum Disorder at age 4. Kelly is devoted to helping special needs families, and wants to make a difference in the quality of life for people with disabilities and other special needs, as well as families and caregivers.
