Verified recordFinancial Services

Kelli Carmichael

Financial Planner at Pronghorn Wealth Management

Based in Casper, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Casper

Industry

Financial Services

Company size

2

Contact information

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Email

1 credit

k•••••••@pronghornwealth.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Kelli Carmichael

Wyoming native, Kelli Carmichael joined the financial services industry in 1985. She loves the daily interactions with clients. Being part of their lives - challenges and successes - is both rewarding and fulfilling as she guides her clients through the myriads of financial options. By listening to their stories and understanding their goals and passions, Kelli participates in her clients' many milestones: new babies, graduations, weddings, retirements and all of life's events. In an effort to help clients achieve their financial goals, Kelli specializes in Retirement Planning, Investments, Life Insurance Strategies, College Funding and Employee Benefits. Professional designations earned include Chartered Life Underwriter, Life Underwriter Training Council Fellow and Financial Services Specialist designations from the American College and Certified Retirement Planning Counselor designation from the College for Financial Planning. Kelli is active in the local chapter of the National Association of Insurance and Financial Advisors, Kiwanis Club of Casper, Natrona County Meals on Wheels and has been appointed to the Insurance Agents Examiners Board by Governor Matt Mead. Married to Deo over three decades and spending time with family is very important. Kelli and Deo have two children. Son, Jared, lives in Salt Lake City with his wife, Marie, and their daughters. Daughter, Danielle and her husband, Dain, have two children and live in Casper. Kelli's favorite activities include traveling and boating at nearby lakes.

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