Kelly Amar

Kelly joins the team as an executive assistant. She oversees our day-to-day operations and facilitates all business and account processing from start to finish. 

Her extensive background in financial services with office management and customer service skills will ensure a positive and pleasant experience for all our valued clients and business partners. In addition, Kelly is registered with her Series 63 and 6 licenses as well as Life and Health insurance and Notary Public, which adds to her level of experience.