Kelli Davis, AIF®, joined WestPoint Financial Group in August 2004 after graduating from DePauw University with a degree in economics. She is an Investment Advisor Representative of MML Investor Services, LLC. She has her FINRA Series 6, 63 and 65 registrations as a Registered Investment Advisor Representative in Indiana and has her life and health insurance license in Indiana and Massachusetts.
Kelli is affiliated with Compensation Systems, Inc, a third-party administration firm, to help employers provide retirement benefits to their employees. She specializes in designing and implementing retirement plans and employee education.
Kelli enjoys working with individuals and families to provide solutions for their financial future. She focuses on providing comprehensive financial planning to her clients by focusing on retirement planning, investment strategies, insurance analysis, tax reduction and estate strategies.
Kelli grew up in Hayden, Indiana and currently lives in Indianapolis. She is a member of the Junior League of Indianapolis and the Fundraising Advisor for Delta Gamma at DePauw University.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies