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Naoko McKelvey


NaokoNaoko is a Financial Advisor, who has worked for over 10 years in the financial services profession, serving in the areas of retirement planning, investments, employee benefits, and insurance.

Over the years, she’s spent much of her time helping clients determine the cost of funding a successful retirement, including the eventual expense related to Long Term Care.

Since 2004, Naoko has built a strong reputation as a person that’s truly concerned about the success and happiness of her clients. Naoko truly cares about her clients, and enjoys getting to know them personally, while helping them make sense of complex financial issues.

In addition to her service to clients, she is a Manager at the firm, ensuring that all operations are designed to deliver the highest level of service to clients, as well as meeting all regulatory standards.

Naoko earned her Bachelor’s degree in International Business from Illinois State University and her M.B.A. from Walsh College with a concentration in Management. She is also licensed to service life, disability, and long term care insurance policies. She enjoys playing competitive tennis, cooking, entertaining, and spending time with her family and friends.

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