Kelly J. Becker
Initiative Executive Assistant
My NET WORTHWHILE™ is advocating for clients in protecting their families and the wealth they have earned.
Kelly’s goal is to help make the risk management process as smooth as possible for both our clients and our team. As an insurance client care associate, Kelly focuses on delivering exceptional service by processing life, disability and long-term-care insurance for clients. She coordinates all aspects of the process, including preparing new insurance applications, monitoring the policy placement process, and coordinating existing policy reviews.
Prior to joining SignatureFD, Kelly worked at Peachtree Planning, an Atlanta-based financial planning firm. She holds an Associate Degree in Accounting from the University of Arizona/ Pima Community College.
Kelly resides in Dacula, Georgia, with her husband and their two children. She enjoys sports, travel and time outdoors.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.