Associate Financial Advisors
PEGGY KELCE, Insurance Services Specialist
Peggy’s 30 years on Ira’s team has formed her into one of the best, if not the best, insurance services specialists out there. She is the backbone of our insurance division. Your first interaction with Peggy will most likely be over the phone as she goes over the steps required to issue new insurance and takes you through an application. She makes the journey through the underwriting process as smooth as possible. But it does not end there. Following policy issuance, Peggy tends to all of your policy servicing needs in the most effective and seamless of manners. All of us in the office admire Peggy greatly for her focus, dedication, hard work and service and we are confident you will too.
ALICIA MCKIE, Investment Services Specialist
Alicia is our sharp, witty, Columbia University graduate. She is the backbone of our investment division. Alicia opens investment accounts and assists investment account holders in reallocating funds, taking distributions, making contributions, answering questions, placing trades and so much more. It seems like only a few blinks after you send her an email or leave her a voice message that Alicia responds ready to assist in any way. Interaction with Alicia will surely make you confident your investment monies are being held in treasured esteem
KAITLYN PLOURDE, Operations Manager
Kaitlyn is the newest member of the team, a graduate of the University of California, Los Angeles. From an operations standpoint, she ensures the office is running at optimum efficiency in manners relative to technology, marketing, planning and administration so we can always serve our clients with excellence. Kaitlyn prepares, in professional and high quality format, insurance and investment reviews, retirement and financial independence analyses, and recommendation and proposal packets presented to clients.