Before moving all of our investments to Kelly, my wife and I did all of the research to identify individual stocks and funds to buy and sell. Now Kelly takes care of investing for our retirement and grand children's education. She is well educated, knowledgeable, and experienced in what she does. She is an excellent communicator. If there is something we need to know, she calls. If we have questions, she answers. Our return has been very satisfactory and she has Edward Jones backing her up. The time I previously spent looking at charts and Value Line, I now spend fishing! I would recommend her with out reservation.
Pros: Knowledgeable, experienced, good safe returns
Cons: none
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