About Kelly Banner

I am passionate about helping people make informed decisions in their financial lives. Whether it’s life insurance plans or retirement strategies, I love the conversations. I offer personal finance planning to people that have pieces of their puzzle in multiple spots. We work side by side to bring clarity and confidence for the future.

Tell me where you are today

I will draw upon my expertise to:

·        Strengthen your financial position

·        Create a multigenerational wealth plan

·        Prepare for unexpected illness, injury or loss

·        Invest with purpose and manage your assets

·        Explore tax-efficient ways to manage your money

·        Save and prepare for income in retirement

·        Plan to pass on a meaningful legacy


·        FINRA Series 7 General Securities Representative

·        FINRA Series 66 Uniform Combined State Law

·        Securities Industry Essentials

·        Series 6TO Investment Company Products/Variable Contracts Representative

·        Life and Health Insurance Licenses

Alyssa Sturino

Alyssa Sturino


Office Professional

    Vogel Group

    Vogel Group


    Team Practice