Kelli Grew promoted to Vice President of Financial Planning at Beacon Financial Planning, Inc.

Melissa Kolcz | Jan 31, 2023

FOR IMMEDIATE RELEASE

Kelli Grew promoted to Vice President of Financial Planning at Beacon Financial Planning, Inc.

Hyannis, MA - January 31st, 2023 - Beacon Financial Planning, Inc. has announced the promotion of Kelli Grew to Vice President of Financial Planning. Kelli joined the Beacon team four years ago and works with individuals & families to identify financial goals, design financial strategies, and make personalized recommendations.

"This promotion is a reflection of my personal achievement, but more importantly, it's a direct result of the support I receive from the incredible team here on a daily basis. I'm excited about this next chapter and committed more than ever to serving our clients. The future is bright at Beacon!" - Kelli Grew, Vice President of Financial Planning and CERTIFIED FINANCIAL PLANNER™

Kelli has over 12 years of experience and is currently taking on new clients who are seeking one-on-one investment guidance, wealth management and income strategies.

Michaela Herlihy, President of Beacon Financial Planning shares, “It’s been an absolute joy to watch Kelli earn her VP Title. Kelli is motivated by the success of our clients and each team member here at Beacon. Her commitment to mentorship and positive outcomes is palpable.”

Kelli Grew promoted to Vice President of Financial Planning at Beacon Financial Planning, Inc.