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 firstname.lastname@example.org