The Rotary Club of Ballston Spa

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Service Above Self

Meet Our Members: Tonia Kelley

2 June, 2017 (15:08) | Club News, Meet Our Members | By: Ballston Spa Rotary

Name: Tonia Kelley

Club Role: Member

Career: Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), Financial services industry and divorce planning services, DLG Wealth Management

Joined Rotary: 2007

Favorite Part of Rotary: What I enjoy most is the feeling of belonging to a group that strives endlessly to make the world a better place for everyone.  To learn valuable information about the members and sharing of information about other Rotarians and topical information.

Bio: I am originally from Oneonta and have 4 children and 5 grandchildren.  All live close.  The grandbabies are 1, 3, 5, 5 and 13.  I have lived in Miami, Rochester, Syracuse and have been to many places all over the world.

I started my career in financial services in 1992.  Over the years I have counseled and educated my clients so that we could successfully move forward to achieve their financial goals.  I believe that financial planning is a long term relationship with my clients helping them over the hurdles including college education funding, retirement planning, estate and insurance planning.

Contact: 518-469-5566 or tkelley@dlgwm.com

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