Kelly J. Groff, CFP®, CKA®

Vice President, Director of Portfolio Administration
Kelly J. Groff, CFP®, CKA® provides ongoing support to Executive Planning Services clients, and investment management support for the firm’s clients. He graduated with a Bachelor of Science in Mathematics from Bob Jones University in 1989. Kelly has been a licensee with the Certified Financial Planner Board of Standards since 2005. He holds his Series 65 and is an investment advisor representative of SFG Investment Advisors, Inc., registered with the Pennsylvania Securities Commission. In July of 2017, Kelly earned the designation Certified Kingdom Advisor and has been with SFG for over 20 years.

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Georgetown Crossing Offices
3655 Route 202, Suite 140
Doylestown, PA 18902

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