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My mission is to help my clients' live lives free of financial stress. My team and I partner with each client to create and implement a financial plan that integrates risk management strategies, wealth management services, tax strategies, estate planning strategies, and retirement income distribution planning -- all under one roof.
Series 7, Series 6, Series 63, Series 65, HS 300, HS 311, HS 326
Hershey is where my wife McKenna and I call home. When we aren't traveling, we're watching movies, drinking wine, trying different foods, or running our businesses.
Director of Operations
Carrie serves as the dedicated Director of Operations for Cody Keller and Patrick Hanosek, bringing a wealth of expertise to optimize operational efficiency in the financial realm. In this pivotal role, Carrie has quickly become an integral part of the team, streamlining processes and enhancing the overall effectiveness of services.
Beyond the professional domain, Carrie finds fulfillment in spending time with her husband, daughter, and son, along with their two dogs. This commitment to family values not only defines Carrie's personal life but also reflects a nurturing and collaborative approach within the workplace.
Away from the demands of financial operations, Carrie is an avid reader, enjoys attending concerts, and traveling.
Cody Keller is a registered representative of and offers securities, investment advisory services, and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org) Supervisory Address: 100 Sterling Pkwy, #307, Mechanicsburg, PA 17050. (717) 791-3300.
