Kelly Eppard is a Financial Representative for WestPac Wealth Partners. Kelly's passion for business and community began early on, thanks to her family's ties in the car industry. After witnessing first-hand the pressures that come with being a small business owner, it became clear that she could help create strategies for business owners to potentially grow their wealth, reduce tax liability, improve employee retention, and plan for their inevitable retirement.
Kelly enjoys working with business owners to create lasting relationships as well as organize, prioritize, and alleviate the financial stresses of entrepreneurship. By working to identify long term goals, Kelly and her team are able to learn about the client's life and cater the approach to fit their story. As an advocate for individuals, business owners, and families, Kelly ensures that everyone has a say in their financial situation.
Originally from the Chesapeake Bay shores of Maryland, Kelly grew up crabbing, fishing, and swimming around jelly fish. After a spontaneous cross-country move with her family, she spent her teen years in the University District of Missoula, biking with friends, floating the river, and climbing the Bonner Park dugout. After attending Loyola Sacred Heart High School, she went on to graduate from the University of Montana with degrees in business marketing and communication studies. She lives in Missoula with her tiny dog, Shake, and spends her free time fishing, camping, skiing, baking, and enjoying all Montana has to offer.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. | 2020-100367 Exp. 05/22