Episode
Welcome to FPFoCo, Kelli!
- Podcast
- Money & Taxes from Bb to XYZ
- Published
- Sep 17, 2026
- Duration seconds
- 618
- Processing state
not_requested- Canonical source
- https://www.financialplanningfortcollins.com//welcome-kelli
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Summary
In this episode of Money and Taxes from BB to XYZ , Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, introduce the newest member of the FPFoCo team, Kelli Mickley! As the three of them chat, Kelli shares what she’ll be doing as FPFoCo’s new Client Service Specialist, from account paperwork and client support to keeping filing systems organized and supporting the rest of the planning team behind the scenes. The conversation also covers her 15-plus years of experience in financial services, her recent client service certification, and why attention to detail and continuing education matter so much in her role. And, of course, there’s time to get to know Kelli beyond the office, including life on the North Carolina coast, football season, and some very exciting family news. Have a question for the show? Email [email protected], and Jason or Regina might answer it in a future episode! New episodes drop every other Thursday, and they’re always ad-free with no subscription required. Learn more about FPFoCo at fpfoco.com and connect with us on social media @fpfoco. Disclosures Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor. The information in this podcast is for general educational and entertainment purposes only. It may not apply to your individual circumstances and should not be considered financial, investment, or tax advice. © 2026 FPFoCo