You’ve probably seen some new faces in the Family Financial Partners office!
Those of you who’ve been into our office during the last few months have probably met the newest members of our team, and if you haven’t yet, you will!
I am very happy to officially announce that McKellar Ciurlizza joined us this spring as Director of Client Services. She’s only been here a few months and McKellar has already made a big positive impact on our day-to-day operations. She brings more than 14 years of financial industry experience, and it’s been wonderful to add someone to the team with her insider knowledge of client relationships. I’m sure you’ll find her conversational style to be refreshing and and her attitude welcoming.
From my perspective, McKellar brings a wealth of industry experience and knowledge to our business, not only with her years as a financial advisor, but also with her experience on the back office side of things. She has truly hit the ground running as part of our team.
Of course, McKellar is still new to our Family Financial Partners processes and she’s still learning about our client families and our ways of making sure our clients are taken care of, so be patient – especially those of you who’ve been with us for a long time! She’s working hard to get to know each and every one of you outside of our client notes.
McKellar is originally from Rochester, New York, and has called Lexington home for more than a decade. She has a bachelor’s degree in biology and an MBA. Her two boys, Arlo and Cruz, keep McKellar and her husband, Jorge, very busy!
In the last year, we’ve also welcome Katie Gruver (who I know you’ve met!) as our Client Relations Coordinator, Ryan Petrunyak as an Operations Assistant & Paraplanner, along with interns Justin Yurt and Annelise Meador. If there’s anyone you haven’t met, I’ll make sure to introduce you next time you’re in the office.
Please join me in welcoming all of these new faces to the Family Financial Partners team! We are committed to continued growth, and to building a team that allows us to serve you, our valued client families, in the best way possible.
1792 Alysheba Way,Suite 201,Lexington, KY 40509
Phone: 859.219.1006Fax: 859.219.1012
First Name (required)
Last Name (required)
Your Email (required)
*Representatives are licensed to offer insurance and annuity products in AL, AR, CO, FL, GA, IN, KY, MA, MD, MI, MO, MS, NC, NH, OH, PA, SC, TN, TX, WV, VA, and WA and are licensed to offer investment products in AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NH, NM, NV, NY, OH, PA, SC, TN, TX, UT, WA, Washington DC and WV. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through The O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.