Kelly Buchfink
Branch Manager/Financial Advisor/Mary Kay Consultant/VP Bronze Star Academy
- Role
- Branch Manager Advisor at Strittmatter Wealth Management Group
- Location
- Weatherford, TX, US
- LinkedIn followers
- 500 followers
About Kelly Buchfink
As an Army wife and mother, I have experienced the world and met many people from different cultures. We all have the same goal: to be successful, retire independently, care for our families and make a difference. In all my fields & roles, I have the pleasure of helping make these people’s goals and dreams a reality and empowering them to take charge of their life.
Experience
Branch Manager Advisor
Strittmatter Wealth Management Group
Mar 2018 — Present · Fort Worth, TX, US
Focus on providing a sensible strategy to planning and investing for high net worth individuals and families.Focus on each individual client\'s core values and goals even beyond investments. Work through a consultative process to identify client goals and objectives, gather information, perform analysis of that information, then creates a plan of action for implementation. Specialize in retirement and estate planning, risk management, and investment management.Specialize in both military and federal employee benefits, both active and retired. Teaches retirement, social security and estate planning classes at local area colleges.Oversee compliance is met both internally and externally.Train and coach team of paraplanners and office staff.
Education
University of Maryland University College
BA
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