Our Team
KELLY HARTER, FPQP™
Client Services Specialist
My role at TFA
I help clients with any money movement and paperwork and take care of receiving outside information from the client.
My motivation
I enjoy seeing my clients succeed! It is amazing the friends you make with clients working at TFA.
My life outside of TFA
I enjoy spending time with my family and our fur babies
I am married with one daughter and we have 2 chihuahua’s Bella and Princeton and 1 cat Gizzy.
3 words that describe Me
Considerate, Honest & Compassionate
Favorite Movie
Dirty Dancing
Favorite Book
Suspense
Favorite Quote
I am beautiful, I am strong, & I am brave.
Best Advice
Spend time with the ones you love while you can.
We’re here to help you Live With Intention.
Worried about retiring? Do you feel personally and financially ready to retire? If the answer is not a solid, Yes, then it’s time to reach out for help in setting yourself up for success.
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