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What Kelley Can Do

"My job is to help individuals define their goals and create a customized written investment plan that is focused, realistic and designed to reach those objectives." 

With experience in banking, investment management and life planning, Kelley can help you map out a plan for achieving your financial goals. She works with you in the areas of asset management, tax planning, retirement planning and estate planning. This allows you to proactively plan and invest for your short- and long-term goals. 

Kelley is committed to providing you with thoughtful, professional guidance and personalized service to enable you to establish and maintain control over your financial life. Her mission is to realize your goals through careful analysis, planning and continual monitoring. Kelley helps you manage your investments, so you can concentrate on taking care of your family and career. 

Kelley establishes long-lasting client relationships by getting to know her clients and truly understanding the importance of their dreams and goals. She will provide you with professional advice and exceptional service, while maintaining the highest standards of quality, professionalism and integrity. 

Find the trusted advisor you’ve been looking for. Call or e-mail Kelley Evans today.