Katie Brennan Kane and Kelli Grew earn partnership at Beacon Financial Planning, Inc. Katie Brennan Kane is the Vice President of Operations and Client Services. Kelli Grew is the Vice President of Financial Planning.
“Both women have always done an excellent job in keeping on top of the financial needs of our clients. Because of their combined keen eye and diligence regarding the financial landscape, I am confident that our mutual clients financial needs will be served extremely well by their continued work with our team” says Michaela Herlihy, President at Beacon Financial.
Clients of Beacon Financial Planning can expect little to no change in their experience with the company. Beacon Financial has functioned through a team approach for years, with both women as of late taking on more responsibilities. Katie will continue to manage Melissa and Jayme on the Operations team. Kelli will continue to manage Heather and Lauren on the Financial Planning team.
“I welcome you to join me in congratulating Katie and Kelli in making partner. I have supreme confidence in Katie, Kelli and our entire team, who share my passion for financial planning and penchant for client service. We all believe that making your quality of life as rewarding as possible is of equal importance to recommending appropriate investments. I look forward to our continued relationship and am confident that Katie and Kelli will continue to be incredible leaders at the helm of Beacon Financial Planning”, Herlihy says.
For more information visit www.beaconfinancialplanning.
