PHOENIX: 602.343.9301 | TUCSON: 520.505.3605 | TOLL FREE: 866.777.9219
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 13 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.
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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.
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Strategy Financial Services, LLC may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Strategy Financial Services, LLC is currently registered in Arizona. 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.
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