Kelli McGuinness

Client Care Associate

“Passing on values as well as wealth provides families peace of mind, a road map, and prevents unnecessary pain during the most difficult times – the loss of a loved one.”

Kelli McGuinness found her way into the insurance industry in 2013. With experience in both group benefits and personal planning, Kelli’s position of Client Care Associate allows her to tap into her passion for helping people. 

During her time as a valued Evolution Strategies team member, she’s learned the importance of incorporating her core value of Family into legacy planning and wealth continuity.

Outside of her Client Care role, Kelli loves spending time with her family, playing hockey, and baking.