Meet the Team
Kelly Howard is a seasoned wealth coach and retirement specialist with over two decades of experience. Committed to guiding individuals, families, and small businesses through the intricate landscape of health and life insurance, retirement planning, and Medicare options, Kelly expertly navigates her clients toward optimal solutions tailored to their unique needs.
Throughout her journey, she builds lasting connections and is passionate about educating her clients on financial planning and insurance coverage. Kelly is driven by a desire to establish financial stability and multigenerational prosperity through life insurance and annuities, ensuring her clients are well-equipped for a secure future.
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CEO
Grissel Herrera is a versatile remote professional from Venezuela with over 3 years of experience in English-Spanish translation. She brings advanced skills in social media content creation, web and graphic design, customer service, data entry, and administrative support.
Grissel’s creative talents extend to voice acting and dubbing, offering a unique artistic outlet. Known as a “Jack of all trades,” she is a friendly, reliable, and adaptable team member who thrives on learning and supporting smooth team operations with excellence.
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Executive Assistant