Did you know that Jason founded FPFoCo in 2012? That’s almost a decade and a half ago! We’ve also marked quite a few of what we call “FPFoCo Anniversaries” since. In addition to Jason’s 14 years, Reg has been with FPFoCo for eight, Christin joined the team four years ago, and Riley is quickly coming up on anniversary number three. 

These milestones are especially important for us here at FPFoCo since we’re an employee- and family-owned business. Plus, each employee earns another share of ownership at each FPFoCo anniversary. And although we’ve celebrated quite a few, it’s been a while since we’ve introduced a new member of our ensemble. 

And so, without further ado, we’re thrilled to welcome Client Service Specialist Kelli Mickley to the team! With a rich background in client service and operations, including 15 years in the finance industry, Kelli thrives on the relationships she builds with clients.

“I wanted the next chapter of my career to be centered on real relationships and genuine care for people. FPFoCo lives those exact values every single day, making it a company I knew I wanted to be a part of,” Kelli said. “Client service allows me to do what I do best: take care of people. My care-first commitment is simple: I focus on helping clients, building trust, and deepening lasting relationships. It’s all about giving our clients peace of mind, knowing they are in good hands.”

As a small but mighty team, we all wear many hats, and Kelli is no exception. She started by learning the ins and outs of FPFoCo’s systems and helping with the administrative details that keep things moving behind the scenes. You may have already received an email from Kelli confirming a request. As she builds her knowledge of our systems and processes, her role will continue to grow to include more paperwork and client service tasks that support our financial planning process. Her responsibilities may change over time, but the goal remains the same: helping us provide a simple and seamless experience for our clients. 

“Kelli truly cares about providing exceptional service to our clients and getting to know them on a personal level,” Director of Operations Christin Hutchcraft said. “Our team brings a wide range of strengths and expertise, allowing us to support our clients across all aspects of their financial plans. Kelli’s addition gives us even more capacity to provide that personal, thoughtful service.”

That means an enhanced financial planning experience for you. Since starting with FPFoCo, Kelli has already earned the Financial Advisory Client Service Certificate℠. Adding to her wealth of knowledge and experience, this course is allowing her to deepen her expertise and ability to serve FPFoCo clients like you.

“Bringing on Kelli as the fifth member of the FPFoCo team is a big milestone for our firm,” Founder and Director of Investment and Tax Planning Jason Speciner said. “Kelli’s dedication to exceptional client service is already making a positive impact for our clients.”

We hope you’ll join us in welcoming Kelli as the newest member of our Financial Planning Fort Collins team!