Kellie has worked in the financial services industry since 1998 and with Financial Advisors, Inc. since 2006. Kellie's focus is on meeting with clients, managing client investment accounts, office administration, and providing quality customer service.
Kellie is an Enrolled Agent and a member of the National Association of Tax Professionals. She holds the Series 6, Series 7, and Series 63 securities licenses and Washington State Life & Disability Insurance License.
Kellie’s interests are in the areas of tax planning, portfolio development and estate planning. Continued education and growth is important to her as she plans to pursue further knowledge and expertise in all three areas.