About Our Firm
Here’s our story. We look forward to hearing yours.
Operations and Client Services Specialist
Kelly Raab is the Operations and Client Services Specialist at Retirement Prosperity Group. As part of our Client Services team, Kelly is one of the smiling faces you will first encounter when coming into our office or when being greeted on the phone. Her infectious laugh and warm presence are naturally inviting in making our clients feel at home when they visit with us.
In addition to client hospitality, Kelly assists with the coordination of educational seminars and continuing education events, as well as appointment scheduling, client account set-up and onboarding.
Kelly comes into this business with personal experience on how planning, or lack of planning, can change lives. Kelly lost her mother as a teenager and, because her parents had a proper plan in place and adequate life insurance, her father was able to, as a single parent, raise Kelly and her much younger siblings without having to ever change their lifestyles. This really helped make a difficult situation easier.
Conversely, Kelly has also seen the unfortunate outcome of other close family members who lost millions of dollars through bad investment and planning decisions, which resulted in them becoming financially dependent on others. Her life experiences have taught her that, no matter what happens, you must keep going.
With over five years’ experience in the financial services industry working at a top insurance company overseeing the proper implementation and managements of form content for life insurance business areas and job training, as well as compliance with regulatory and state agencies, Kelly is a tenacious hard-worker and all around resourceful team member. Additionally, Kelly has over eight years in administrative operations, customer service and legal support. She is currently studying for her life and health license.
Kelly lives in Perkasie with her husband James and their adorable boxer/hound Charlie. The three of them love to travel, exploring local parks and hiking trails as well as attending and entering local car shows. Kelly also loves anything DIY—doesn’t matter if its creating beautiful signs and crafts for family and friends to display at weddings and showers, or updating the house in and out. She also enjoys volunteering at local animal rescues and community outreach programs.
Have Questions for Retirement Prosperity Group?
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