Partner Kelli started her career in financial planning in 2014 and joined Equitable in 2016. Kelli is a graduate of Edinboro University, where she earned her Bachelor’s Degree in Finance and Accounting. She is a Financial Consultant with Equitable Advisors holding both Series 7 and Series 66 Securities Registrations, as well as the Chartered Financial Consultant (ChFC®) and Certified Retirement Education Specialist (CRES) designations. Her areas of focus include retirement and insurance planning strategies, goal-based wealth management, helping individuals, families, and businesses implement these strategies in pursuit of their short and long term objectives. In her spare time, she enjoys spending time with her husband, animals, golfing, and boating