Preparing for the future can be overwhelming. Having a partner who understands your needs and listens to your concerns can be an asset in keeping you on track to reach those big life goals.
We believe in a team approach to developing and implementing comprehensive financial strategies. Whether the goal is getting to retirement or estate and legacy planning, I work alongside your estate attorney and CPA to provide complete solutions to help protect your goals and your family. Investments and life insurance are only tools to help us get to those goals and take care of the things that are most important.
I also rely on a team of competent and enthusiastic individuals, from our analysts and support staff at the Edward Jones home office in St. Louis to my branch office administrator, Jennifer Penniman, in my office in Winchendon.
I began my career as a financial advisor at Edward Jones in 2016. The major factors that drove my decision to switch careers was a passion for helping people, a desire to help my community increase their awareness of financial topics and to provide a valuable service to help them reach their financial goals. In an effort to continue to improve my value to my clients and community, I attained the AAMS™ professional designation in 2019 and my MBA from Southern New Hampshire University in 2022.
Being a resource to my community is one of the most important roles to me. I'm a proud member of the Kiwanis Club of Winchendon as well as Artisan Lodge of Freemasons, also in Winchendon. I serve on the board of directors for The Clark YMCA. I have always felt a need to leave this world better than I found it, which drives my service-oriented philosophy.
We work with a purpose. We are here to serve. Our goal is to help our clients make good financial decisions based on good financial information so that they can build the future they envision and allow them the financial resources and support to fulfill their purpose.
My passion for service drives my business; I enjoy working with those who serve others. I work closely with healthcare professionals, education professionals and public service employees, so they can focus on serving others. My office looks forward to serving you too.
- Retirement Savings Strategies
- New Investors
- Socially Conscious Investing
- Business Retirement Plans
- Retirement Income Strategies
- Divorce Finances
My Personal Interests
- History and Museums
Office Address113 Central St
Winchendon, MA 01475 opens in a new window
Phone NumberCailte Kelley at (978) 297-7452
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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