As a fiduciary we put your interests first.  Our clients' interests are the only interests we serve.

 


 

Decades of empirical research help us deliver the performance of capital markets to our clients. 

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Kelly joined CSA Financial in 2005 and has over 10 years experience in the financial industry.  Kelly's knowledge of operations and her client service experience helps give clients peace of mind. 

Kelly earned her Associates Degree in Business Adminsitration from the University of Cincinnati, she also holds her Life and Health insurance license.