Latest / Money & Taxes from Bb to XYZ
Welcome to FPFoCo, Kelli!
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, introduce the newest member of the FPFoCo team, Kelli Mickley! As the three of them chat, Kelli shares what she’ll be doing as FPFoCo’s new Client Service Specialist, from account paperwork and client support to keeping filing systems organized and supporting the rest of the planning team behind the scenes. The conversation also covers her 15-plus years of experience in financial services, her recent client service certification, and why attention to detail and continuing education…
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