Shelley Kennedy, Financial Advisor

FINANCIAL ADVISOR
Shelley Kennedy

CFP®
767 Williams Blvd, Richland, WA 99354opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Charitable Giving
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

  • Spending Time with Family
  • Hiking
  • Golfing
  • Gardening
  • Traveling

Team Members

  • Erica Clontz
    Associate Financial Advisor
  • Kendall Horlacher
    Branch Office Administrator
    FPQP®
  • Karrie Curland
    Branch Office Administrator
  • Tanner Ricketts
    Registered Branch Associate

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(509) 946-7626

Fax

(877) 709-3299

Office Address

767 Williams Blvd
Richland, WA 99354opens in a new window

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