Kelly Hale has been Michael Lipsey’s Associate for 17 years, following him to LongView Wealth Management after many years with Creative Financial Group. She started her professional career putting her Bachelor’s degree in Social Work to good use working with nursing home residents as well as with Hospice, home health care, and hospital patients. Kelly quickly realized that everyone faces one or more of the challenges resulting from illness or old age and that a solid financial plan could help make these challenges more palatable. She became interested in caring for people, not only personally, but also financially, and she now uses her knowledge in both areas working with and helping Michael’s clients. Currently Kelly holds the Series 6 and 63 Securities Licenses.
A native of Atlanta, Kelly enjoys traveling, reading and spending time with friends and family.