Kiley Eory, CFP®, ChFC®

Kiley Eory, CFP®, ChFC®

Director of Investments & Planning

Kiley leads our Investments & Planning Department to ensure clients receive sound, tailored financial plans and investment strategies.

Kiley is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Financial Consultant® (ChFC®). She holds insurance licenses for life, accident, health, and variable annuities, as well as FINRA series 7 and 63 registrations. She graduated from Saginaw Valley State University with a Bachelor of Science in Mathematics.

In her free time, Kiley enjoys gardening and spending time with her family.