Private Client Advisor
Kelli focuses on finding cost effective solutions tailored to the unique needs of clients, especially in the high net worth market. Kelli provides her clients with a realistic picture of their risks while making sure their needs and interests are protected.
Kelli applies her past experience as an insurance account manager to efficiently navigate through the market research while having the foresight to ask all the right questions.
During her spare time, Kelli donates her time to local food banks, foster care programs and spending time with her family and 2 dogs. Although she is an Arizona native, she enjoys cheering on the Kansas City Chiefs and Royals.
Licenses: Property, Casualty, Life, Health
Designations: High Net Worth Producer training
Please contact Kelli at 480-926-9011 or by emailing at firstname.lastname@example.org.