CLIENT LOGIN | CALL US: 602.343.9301 | SCHEDULE MEETING




Our Team

We've built our firm on lifelong relationships rooted in performance and trust.

Kelly Moore

Controller

Kelly is the Controller and Human Resources Director for Strategy Financial Group, responsible for financial reporting, budgeting, revenue forecasting, internal controls, accounting as well as employee procedures, and employee benefits. Kelly has over 15 years of experience as an accounting professional in the legal and financial planning industries.

A California native, Kelly moved to Arizona as a teenager and currently resides in Chandler, AZ, where she enjoys spending time with her family, practicing yoga, and volunteering at her daughter’s school. She holds a Bachelor of Science in Accounting from University of Phoenix.



Have Questions for Strategy Financial Group?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future. By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Form CRS | Privacy Policy | Terms of Use

*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.

Investment advice is offered through Strategy Financial Services LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Strategy Financial Group is stated or implied.