Hey! My name is Kelton, and I am an Investment Administrative Assistant here at Flann Financial Group. I am responsible for ensuring a smooth customer experience for our invested clients. My responsibilities include preparing paperwork, processing, and completing transfers and transactions.
Growing up in the Lower Mainland, I moved to the Okanagan where I completed a Bachelor's Degree in Business Management and Economics at the University of British Columbia. Now that I am back, I plan on continuing my studies in finance, as well as enjoying the beautiful outdoors by hiking and skiing often.
Feel free to reach out if you have any administrative questions regarding your accounts!