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Client Services Manager, Registered Representative

Bio

Kelsey Murray, Client Services Manager, Retirement Plan Consulting, uses her financial and retirement consulting background to generate materials such as plan reviews, education presentations and executive summaries. Kelsey develops and implements strategies to create efficiencies and streamline processes to allow her team members to focus more of their time and energy on delivering legendary service to HORAN clients.

Areas of Expertise

Relationship Management
education
Education
Plan Design
Project Management

Kelsey Murray, CPFA, QKA

Favorite HORAN Fundamental
Invest in Relationships