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Coffee Shop With Plants

ABOUT

Cane Bay Financial Planning LLC

Stephanie Harvey is our Financial Planner. She has been working in several areas of the financial and insurance industry since 2012. She and her husband Kyle have two kids. They are an active family with a love of the outdoors, snowboarding, surfing and hiking. No matter where she works or spends her time, Stephanie has a passion for guiding people to success. 

 

Today she helps individuals and businesses to develop a plan to work towards their goals.  She has earned the designation Retirement Income Certified Planner, has passed the financial exams including series 7, 63, 65 and has her life and health insurance license. Continuing education and keeping up with certifications is one way she stays up to date the current information and is able to provide what is best for her clients. 

Stephanie will guide you through her process every step of the way while making sure you are growing closer to your goals each year. She recognizes every person is unique and makes sure to customize the strategy to each individual. Stephanie strives to create a trusting and lasting relationship with her clients. 

Frank Kellert is our Networking Manager who keeps us connected to our community. He joined Cane Bay Financial Planning in 2021 after 28 years as a strategic sales and data analyst for Delta Air Lines. After retiring from Delta he worked in the financial and insurance industries gaining experience and knowledge to help others live their best life. Since moving to Summerville Frank has become an active member of the Summerville Chamber of Commerce and is a Rotarian of the Summerville lunch chapter. He enjoys traveling, home projects and Pickleball!

Team

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

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