Our financial planning firm seeks to offer the highest level of exploration, personalization, guidance and stability for each of our clients. Years of industry insight and experience have honed our ability to build strategic financial plans based on clients’ specific needs and goals. Most importantly, our personal attention aims to help you successfully navigate your financial journey.
Founder, Financial Planner
Kelli is the owner and founder of Longevity Wealth located in North Bend, Washington and has over 30 years of experience in the financial industry with a concentration in wealth management and longevity planning.
She owes much of her success to her exceptional customer service levels, empathy for personal circumstances and drive for excellence in planning outcomes.
Understanding that each client has distinct goals, she takes a collaborative and explorative approach, which she believes is second to none. Her approach provides necessary guidance and comprehensive wealth investment management for each of her clients.
In order to provide the best financial advice to her clients, she draws on a wealth of community and professional experiences including:
- Speaking and training engagements for retired teachers, railroad workers, state patrol and firemen on longevity planning
- Regular meetings with local organizations including the King County Estate Planning Council and Senior Care Coalition
- Participation on several boards within the financial industry including the Raymond James Longevity Advisory Board
- Collaboration with fellow professionals, which allows her to stay up-to-date with pertinent industry topics.
- Volunteer work with struggling youth
When she is not helping to serve her community and clients, she devotes her time to her husband and two sons in Snoqualmie Valley. They love their weekends in the garden, on a local trail or traveling to see family, friends, or far-away adventures.
Client Relationship Director, Partner
Chantal began her work in the financial industry in 2005. She firmly believes in never cutting corners when it comes to the effort and time spent with clients. Chantal is truly passionate about helping each individual achieve their financial goals as she derives immense pleasure knowing she can make a difference in their lives.
In her spare time, Chantal loves spending time with her husband and three kids. Her husband is a musician and she enjoys seeing him perform as well as other musicians. She also likes to spend time on their boat and loves to travel, whether just getting in the car to see different parts of the country or boarding a plane to different parts of the world.
Jennifer runs an independent paraplanning business and focuses solely on collaborating with firms like Longevity Wealth to create and develop financial plans. Jennifer’s vast knowledge and partnerships with a diverse range of national advisors brings a truly objective approach to her work. Additionally, her depth of experience is demonstrated through the creation of over 1,000 plans in less than 14 years.
During her career at MetLife, she passed her series 6, 63, 65 and life/health licenses and currently enjoys advancing her knowledge through participation in peer study groups and attending conferences and webinars. She has a Bachelor of Science in Public Health Administration from Indiana University with an emphasis in accounting, hospital finance, and statistics.
Jennifer is an avid skier and hiker, living in Bellevue, WA with her husband and two children. Jennifer travels as often as she can to remote places in their 1984 Westfalia Vanagon. She enjoys reading many kinds of books and exotic coffees.
Golden State Equity Partners
GSEP’s unwavering commitment to our firm, our clients and the future of financial advice makes them the perfect partner to support our organization in providing a first-class client experience with custom strategies designed to meet your financial challenges and goals.