Our Team

My passion in both my personal and professional life is driven by my unwavering desire to empower people to take charge of their lives, instilling in them the ability to live a less vulnerable and more fulfilling life. My ambition is...

Over the past 20 years, Kelly has held a variety of roles in the financial services industry, such as client servicing, operations and compliance. Particularly focusing on the overall client service experience. She has held positions...