SVA Plumb Financial is proud to announce the hiring of Kelly Lagore. Kelly has been hired as a Financial Consultant with expertise in comprehensive financial planning and asset management.
In her role, Kelly works to help clients achieve their financial goals, whether it be saving for college, planning for retirement, or wealth preservation for the next generation. She enjoys the personal relationships she develops with clients and works to build a strong level of trust with them.
“We are extremely pleased to have Kelly as part of our team,” states Maureen Hansen, President of SVA Plumb Wealth Management, LLC. “We look forward to utilizing the expertise she brings with her, allowing our team to continue to deliver exceptional client service.”