My Background

Kelly Grant

 

As a New York Life Agent, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back 2015. After 15 years working with small business owners, I wanted to help business owners find the time to invest in themselves the way they invested in their business and their employees.

You can take comfort in the fact that I am a proud member of  Sonoma County, and have also been working with Mendocino, Marin and Lake Counties for over 15 years. I have a vested interest in seeing my friends and neighbors succeed.  I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life Insurance Company has to offer.

Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company. In addition to my 25 of experience, I have a Bachelors of Business Administration  from The University of Texas. At New York Life, I am happy to participate with my peers at the Executive Council* level. 

Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, I welcome the opportunity to meet with you and learn more about one another.

Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

* Council is anannutal company recognition program based on agent production from July 1 - June 30.

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