KELLE HUFFMAN is a LPL Financial Advisor at SRP specializing in trust services.
I have worked in the financial industry for more than 35 years. I started my career in banking in the branch in 1985 then transferred to the trust area in 1997 before I transitioned to the brokerage side in 2015. I joined the team at Southeast Retirement Planners in September 2018 as a registered assistant supporting SRP’s advisors and office staff. In April 2022 I advanced to the role of an advisor and look forward to continuing my work with clients in this new position.
I have a passion for helping others and this role allows me to use my education and experience to guide families through many financial situations. With an extensive background in trust services, I enjoy working closely with clients, their attorneys and CPAs to ensure they are able to successfully navigate the administrative complexities in this area.
I also have a passion for serving my community as I am currently Past President of the Community Foundation of Burke County, Steering committee member of Burke Women’s Fund (a women’s giving circle) and President of East Burke Kiwanis. I am also a past board member and president of the Catawba Science Center.
I live in Connelly Springs and am married to my high school sweetheart, Jonathan Huffman. We have two grown sons, two daughters-in-law and one grandson.