Sarah M. Kelley ChFC®
Paraplanner
Sarah earned an associate degree from Tri-County Technical College while working in a variety of areas of business administration. She joined Crescent Financial in 2020. In 2023, she earned her bachelor’s degree in finance with a concentration in financial planning. In the spring of 2024, Sarah received her Chartered Financial Consultant® (ChFC®) Designation. Sarah is responsible for account opening and servicing, reconciliation of transfers, billing audits, recordkeeping, and client relations.
In her free time, Sarah enjoys quilting and crocheting.
