Meet Your Team

Photo of Kate L. Kelley, <span>CFP<sup>®</sup>, CLTC<sup>®</sup></span>

Kate L. Kelley, CFP®, CLTC®

Owner

Photo of Jay Hanson, <span>LUTCF<sup>®</sup></span>

Jay Hanson, LUTCF®

Owner

Photo of Willow<span> </span>

Willow 

Pawffice Manager

Photo of Kate L. Kelley, <span>CFP<sup>®</sup>, CLTC<sup>®</sup></span>

Professional Side

Personal Side

Kate L. Kelley, CFP®, CLTC®

Owner

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.

Personal of Kate L. Kelley, <span>CFP<sup>®</sup>, CLTC<sup>®</sup></span> with their family

Photo of Jay Hanson, <span>LUTCF<sup>®</sup></span>

Professional Side

Personal Side

Jay Hanson, LUTCF®

Owner

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.

Personal of Jay Hanson, <span>LUTCF<sup>®</sup></span> with their family

Photo of Willow<span> </span>

Professional Side

Personal Side

Willow 

Pawffice Manager

Willow is the Pawffice Manager for Premise Financial. Her primary role is to lift spirits and spread joy to our team and clients!

Outside of her role as Pawffice Manager, she enjoys long walks in the park, playing fetch, and snacking on her favorite treats.

Personal of Willow<span> </span> with their family