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As your Financial Planner, I share with you my Thanksgiving blessings…

After years of working with clients, I can tell each of you without a doubt, that it’s your stories and lives that keep me going and have brought my skills to the level they currently are. 

Each client has their own set of concerns and goals that pose different challenges throughout our relationship. Each of you teach me much more, through your trust in me, than I can ever return.  I have the wonderful opportunity of celebrating the successes of so many incredible families (instead of only my own). Please know that each of you are thought of often throughout my weeks.

As I sit at our Thanksgiving table I will bow my head and give thanks to my clients welcoming me into their lives, and the health of my family.

With kindness and gratitude,

Kelli