05/05/2026
Kaley just returned from an incredible 3-day immersive “Endeavor” financial training held at Fidelity Investments in Boston.
She had the opportunity to learn from some of the best in the industry while building meaningful connections with other professionals committed to growth and excellence.
What makes this even more meaningful—she did it all while caring for her 4-month-old, with support from her mom. That level of dedication speaks volumes about her commitment to both her family and her career.
We’re proud of the work she’s putting in and excited to bring that knowledge, insight, and fresh perspective back to our office—continuing to elevate the value and service we provide to our clients.