Kelli J. Warriner, CFP®

Kelli J. Warriner, CFP®

Financial Advisor

I’m a curious person, curious about you and your life, about what your dreams are, and about how I can help you get there. I’ve channeled my interest in people into a career. There’s nothing that gives me more pleasure than sharing my years of experience by working with you to help you feel confident about your financial future.

It can feel like a daunting decision to reach out and ask for help with your financial questions. Together, we can create a financial plan that will help you feel empowered and guide you toward confident financial decisions. There’s no single road map; we all start where we are and go from there, and I’m here to help you navigate.

I was born and raised in southern Vermont. After leaving Vermont for college and “big city life,” I decided to return and raise my family in Newfane. I’ve been a CERTIFIED FINANCIAL PLANNER™ professional for 18 years and have enjoyed working with various nonprofit organizations in our area over that time.