Broker Check
Steve Kelley, CFP®, CPA, CDFA®, CEPA®
Steve Kelley, CFP®, CPA, CDFA®, CEPA®
Choreo, LLC Managing Director, Wealth Management
http://choreoadvisors.com 608-912-0772

Steve provides wealth management services to wealthy investors, including physicians, senior executives and individuals going through the divorce process.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.