Kiley Eory, CFP®, ChFC®, EA
Director of Investments & Planning - LPL Registered Administrative Assistant
Kiley leads our Investments & Planning Department to help ensure clients receive sound, tailored financial plans and investment strategies.
Kiley is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Financial Consultant® (ChFC®). She holds insurance licenses for life, accident, health, and variable annuities, as well as FINRA series 7 and 63 registrations through LPL Financial. She graduated from Saginaw Valley State University with a Bachelor of Science in Mathematics.
In her free time, Kiley enjoys hiking and spending time with her son, husband, and dog.