Kelly is the Regional Director of Sun Life Financial’s Estate and Financial Planning Services division. She has over 18 years’ experience within financial services and holds both the Certified Financial Planner and Chartered Life Underwriter designations. Kelly provides financial planning support Griffith & Associates and to other Sun Life Financial Advisors. Kelly also meets with individual clients to prepare comprehensive written financial plans. Her areas of expertise include: tax, retirement income strategies, wills, estate planning and risk management. Kelly is an avid runner and lives in Calgary with her husband and children.