Meet Your Team
We Believe in Taking a Hands-On Approach to Your Finances
Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you build financial confidence. As your financial partner, we will do everything in our power to:
Keep You Focused
On Where You Want to Go
On How to Get There
Of the Importance of Maintaining a Disciplined Approach
Kelly is a Wealth Management Advisor at WestPac Wealth Partners. Kelly works with her clients in all aspects of financial wealth advisory including: asset protection, wealth accumulation and financial coordination. Kelly previously worked in Institutional Investment and Portfolio Management. Her experience in the corporate world provided her a deep financial foundation but left her wanting to help people in a more personal way. After some personal experiences, Kelly made the switch to helping individuals, families and business owners and feels deeply rewarded by helping and coaching them onto a better financial path.
Kelly graduated from Cornell University with a degree in Business Management. She has her CFA Designation, Investment, Life and Health licenses. Kelly grew up in New York City and has lived in SaFrancisco for many years. In her free time, you will find her eating all types of cuisines, traveling domestically and internationally, spending time with family and friends, and dancing salsa.
As a firm, we utilize the advantages of working with the Advanced Planning Business Resource Team at Guardian. With the coordination of other professionals such as tax and estate planning attorneys, we’re able to develop strategies that benefit our clients.