Personalized plans, built on trust.

Kelli Menard is a financial advisor with Osaic Institutions and an Assistant Vice President at Ion Bank, where she combines her expertise and passion for helping clients achieve their financial goals with a personalized approach to planning. Licensed with her Series 6, 63, 65, 7 and life and health, she provides comprehensive guidance across a range of financial services.

Kelli values educating her clients and works closely with them to create personalized financial strategies that align with their goals and needs. Whether focusing on retirement planning, investment strategies, or insurance solutions, she is dedicated to structuring plans that help clients achieve long-term success.

Acting with the highest level of integrity, Kelli is committed to always doing right by her clients, ensuring that each decision is made with their best interests in mind. She focuses on building strong, lasting relationships based on trust, support, and ethical practices.