Kellie Hall-Strehlow, EA

Investment Advisor Representative

Kellie is the glue that keeps us all together. She excels at nurturing and maintaining her relationships with clients, making each client feel like they are family. One of her greatest strengths is her ability to break down complex investing concepts or complicated tax laws into easy-to-understand everyday language. Kellie’s straight forward approach leaves her clients feeling empowered and educated in the world of finance.

Kellie is an Enrolled Agent and a member of the National Association of Tax Professionals.  She holds the Series 6, 7, 63, and 66 securities licenses and Washington State Life & Disability Insurance License.

Outside of the office, Kellie enjoys gardening with her husband and loves spending time with her 2 Golden Retrievers, Moses & Noah.