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portrait of Kelly R Journey
FINANCIAL ADVISOR

Kelly R Journey

CFP®, AAMS™, ADPA™, CRPC™, CRPS™
Client by Referral
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Intergenerational Planning
  • Wealth Strategies
  • Socially Conscious Investing
  • LGBTQ+ Finances
  • Retirement Income Strategies
  • Charitable Giving

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • ADPA™

    Accredited Domestic Partnership Advisor™
  • CRPC™

    Chartered Retirement Planning Counselor™
  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Hiking
  • Gardening
  • Traveling
  • Cooking
  • Cycling

Team Members

  • team member image
    Michelle Lambert
    Sr. Branch Office Administrator
  • team member image
    Jayme Kirby
    Sr. Branch Office Administrator
  • team member image
    Megan Perkins
    Branch Office Administrator

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Office Information

Additional Hours

  • Web Conferencing

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