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Kim Kelly

Kim Kelly

Client Concierge

Meet Kim Kelly, the driving force behind our client-focused experience here at East Valley Wealth and Retirement. With an impressive track record spanning over 15 years in the field, Kim is an indispensable member of our team, contributing significantly to various facets of our firm. However, her primary role revolves around ensuring that our clients' onboarding process is nothing short of seamless.

Hailing from the vibrant East Coast, Kim has fully embraced the sunny lifestyle of Arizona, bringing her warmth and expertise to our clients. She understands the importance of establishing strong connections and fostering trust with our clients from day one. Kim's dedication to providing a smooth and welcoming onboarding experience sets the tone for the enduring relationships we build with our valued clients.

Kim's commitment to excellence, coupled with her deep industry knowledge, makes her an invaluable asset to East Valley Wealth and Retirement. With her at the helm of our Client Concierge team, you can rest assured that your journey with us will begin on the right foot, ensuring a prosperous and secure financial future.