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Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Profile I am a Financial Planner and CPA with an entrepreneurial background and a passion for helping people achieve their financial objectives. As a licensed Registered Representative and CPA, I bring a tax-efficient approach to my...
Profile With work experience in multiple fields accrued all over the United States, Mary brings a unique perspective to her position at Keli Hazel & Associates. From Charleston and Dallas to New York City and Hawaii, she has held...