Kelly Amar

Kelly is the Director of Operations. She oversees all of our day-to-day operations, facilitates all business, account processing and client support from start to finish.

Her extensive background in financial services, office management and customer service skills ensure a positive and pleasant experience for all of 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 which adds to her level of experience and insight.