17218 Van Wagoner Road
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Taggert M. Kelly graduate of Spring Arbor University with a Bachelor's degree in Business Finance has been a financial professional since 1995. Tag is series 7, series 6, series 63, series 65 registered through Voya Financial Advisors, Life and Health licensed in the state of Michigan, Florida, Missouri and South Carolina and P&C licensed in MI. He stays current with many continuing education seminars and focuses on retirement income and Medicare advantage plans. He enjoys golf, sports and trips to Hawaii were he spent summers in his childhood. Taggert Kelly is an Investment Adviser Representative with Voya Financial Advisors.
Lisa M. Kelly graduate of Grand Valley State University with a Bachelor's degree in Business Finance has been a financial professional since 2003. Lisa is series 7, series 66 & 65 registered through Voya Financial Advisors, Life and Health licensed in the state of Michigan. Lisa stays current with many continuing education seminars and focuses on retirement income and business financial planning. Lisa is an active member of the Chamber of Commerce in Grand Haven, MI as well as the Shoreline Builders Assoc. since 2004 and has participated in the CFPN, Christian Financial Professionals Network. She enjoys spending time with the children, swimming, quilting and going on trips with Tag. Lisa Kelly is an Investment Advisor Representative with Voya Financial Advisors. Lisa does not offer securities products at Voya Financial Advisors.
As a team we enjoy combining our experiences to best serve our clients and in the off time we love spending time with our Childeren, Eli, Taggert, Cora & Marshall, at the cabin as well as being involved with our large extended families and Calvary Christian Church & School.
Thanks for visiting us!
~The Kelly Family