Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Retirement Strategies
Kelley has over 8 years of experience as a financial advisor. Born and raised in Hawaii, Kelley earned a BS in Speech from the University of Manoa and an MBA from California State Long Beach. As part of Summit Financial Advisors, she works with Glennel Warren and Doug Slagel to help clients plan for financial success.
Kelley lives an active lifestyle and enjoys being outside. She loves hiking, playing tennis and playing racquetball.
Investment advisory services offered through MML Investors Services, LLC., a registered investment adviser. Summit Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.
Check the background of this investment professional on FINRA’s BrokerCheck
737 Bishop St, Ste. 2910
Honolulu, HI 96813