I am a Financial Planner and CPA with an entrepreneurial background and a passion for helping people achieve their financial objectives. As a licensed Registered Representative and CPA, I bring a tax-efficient approach to my clients’ financial circumstances. And as a small business owner, I recognize the value of innovative approaches to financial freedom. My entrepreneurial spirit and decades of accounting experience have formed my philosophy of providing my clients with insight and advice to make informed decisions and help them create a secure future.
My Background
I obtained my BS Degree in Accounting from Florida State University in 1988. I then worked for Arthur Andersen until I took a position as a financial analyst at McDonald’s Corporation’s Regional Accounting Center in Clearwater, Florida. I ultimately became Regional Accounting Supervisor and was then promoted to Assistant Controller in the Atlanta office.
When my three boys were young, I spent a few years at home to devote my time and energy to their early development. When those initial demands settled, I was looking for a way to fulfill my passions and return to the workforce. I wanted an opportunity that would allow me to help people and make a difference in their lives. In working with my financial professional at the time, I realized financial planning would allow me to expand on my strengths and qualifications to meet the challenge of a new career.
In 2011, I formed Keli Hazel and Associates, LLC, and joined Money Concepts because of their broad nonproprietary financial products. As my company grew, so did my desire to pursue the best ways to serve my clients.
In 2019, I became affiliated with the U.S. Planning Group to continue moving my company forward. I remain independent, with no proprietary products or services to promote and no quotas to fill. USPG’s technology and additional support will improve the efficiency and security of our operations, increasing the time that I can spend working for and with clients.
My ultimate goal is to create a financial strategy personalized and tailored to your needs. I look forward to working with you soon!