Kate Kelley's successful career in the financial services field began over two decades ago with UBS, and she has been with New York Life and Eagle Strategies for many years.
Kate is a CERTIFIED FINANCIAL PLANNER™ professional. Her practice is centered around providing financial guidance for both young and retiring professionals. Her focus is on life insurance, disability insurance*, and long-term care planning, as well as investment planning. Kate also works closely with veterinary graduates of The Ohio State University, as well as established veterinarians nationwide.
Kate holds a Bachelor of Science degree in International Business from Salisbury University. She is active in the Toledo community, especially as an advocate for downtown residents and business owners. She currently serves on the boards of Advocating Opportunity, The Arts Commission of Greater Toledo, and is the past president of the Toledo Animal Rescue. She has also served on the boards of The Toledo Warehouse District Association and The Downtown Toledo Parking Authority.
Kate resides in Toledo with her rescue pets, Willow, Maggie, and Rudy.
*Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality
When I get the chance to unplug from work, one of my favorite things to do is to explore my community. I moved to Toledo from Baltimore over a decade ago and decided to set roots here. I love to immerse myself in the arts, events and (of course) diverse food offerings. Some of my favorite events include the Art Loops, Mud Hen games, and architectural walk-throughs that demonstrate what makes this small metropolis so unique. While a great glass of wine and a boat of sushi are my favorite on a Friday night, I will never turn up my nose at a great slice of pizza and a local beer! Travel and friends are a combination made in heaven, and I will take any opportunity to go somewhere exotic with a close group of great people. Another passion of mine is advocacy; I sit on the Board for the Toledo Animal Shelter and have three furry friends of my own. I also am a board member of Advocating Opportunity, one of a handful of programs in the country providing comprehensive, holistic, trauma-responsive legal and support services to persons who have experienced sex and labor trafficking.
Volunteer events and fundraisers are a wonderful way for me to meet others and do exactly what makes me happy, helping people and helping animals.
Jay started his career as a Life Insurance Agent in 2003. What initially incited his interest in the field was the idea that he could get compensated to help his clients get ahead financially. 17 years later Jay is a Licensed Financial Services Professional with a LUTCF designation. What makes Jay unique is the accessibility to his clients. The human-interaction portion of this field drives Jay and he wholly believes in helping others reach their highest level of financial health and security. The comfort provided by the services Jay offers is what drives him to work so closely with each client. Jay has ample experience working with the unique challenges offered by a wide array of clients; such as those who are recent graduates of college, veterinarians, practice owners, small business owners, people approaching retirement, and people in retirement. Some of Jay's proudest accomplishments and involvements include his experience as the former President and 20-year member of Anchorage South Rotary and being a member of NAIFA for 17 years and running.
Whether it’s trudging through three feet of fresh Alaskan snow or strolling down the brick-paved streets of Hensville, I cannot spend enough time outdoors. When I’m not racking up the frequent flyer miles traveling between Alaska and Ohio, I love to spend time hiking, running, boating, and spending time with my adored rescue pup, Willow. Willow is kind-of a show off with how great she is and has got to be one of the most loyal creatures on the planet. Willow and I like to explore Toledo and Anchorage; visiting the various patios of some of the best restaurants; you could say we are self-proclaimed “foodies”. While I wear my 49ers’ red and gold proudly, I enjoy attending local sporting events as well; Go Mud Hens! My ultimate goal is to live a life that I never need a vacation from; and I can safely say that working in this field, and with the clients I have, I am doing so each and every day.
Alivia joined Premise Financial in the fall of 2023, bringing with her a wealth of experience and a passion for business administration. Since starting her career as an administrative assistant in 2021, Alivia has demonstrated a strong commitment to excellence and efficiency in the workplace.
Currently, Alivia is pursuing a business degree with a focus on Finance and Marketing at the University of Toledo. Her academic journey is a testament to her dedication to professional growth and development.
From a young age, Alivia has had a keen interest in business. This passion was evident throughout high school, where she actively participated in Youth Leadership Toledo, HOBY (Hugh O'Brian Youth Leadership), and the National Honor Society. These experiences helped shape Alivia into a dynamic and proactive individual, ready to tackle the challenges of the business world.
At Premise Financial, Alivia continues to apply her skills and knowledge, contributing to the company's success with her exceptional organizational abilities and proactive approach to problem-solving. Her enthusiasm for business and dedication to her role make her a valuable asset to the Premise team.
Hi there! I'm Alivia, and when I'm not at work, I'm all about exploring new activities and hobbies.
Staying active is a big part of my life. I love biking, practicing yoga, and joining local fitness classes. Cooking is another passion of mine—I enjoy trying out new recipes and exploring different cuisines in the kitchen.
In my free time, you'll often find me with a good book. I love diving into various genres and believe in the power of stories to inspire and educate. Traveling to new places, learning about different cultures, and meeting new people are also things I cherish. I'm quite crafty and enjoy expressing my creative side through painting, crocheting, and scrapbooking.
When I'm not busy with these activities, I'm usually hanging out with my two dogs, Callie, a not-so-little Great Dane, and Roxy, a Chi-Weenie (a Chihuahua and Dachshund mix) whom I rescued from the animal shelter. They're my constant companions and bring so much joy and chaos to my life.