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Culture and Values, Planning

Tschetter Group is proud to announce that our Financial Planner, Kelli Kingma, has passed the CFP® examination and will soon be applying for her CFP® certificate. The CERTIFIED FINANCIAL PLANNER™ certification is largely considered the highest standard in financial planning. It is a rigorous process that requires each advisor candidate to satisfy educational and experience-based metrics as well as pass the certification exam requiring 12+ months of preparation.

Kelli joined our team in October of 2019, and she currently oversees our planning department. Advancing her career and knowledge was an important goal for Kelli, one that we were happy to support! Any client that has worked closely with Kelli knows that her passion for serving others shines through everything she does, including walking alongside clients through financial planning.

Our hats are off to Kelli and we look forward to seeing her continued growth within our firm as she supports our clients through financial planning.