This summer, Key Financial cushioned its approach to client care by introducing the Vitality Hub. “Vitality planning differs from longevity planning in several ways,” said Patti Brennan, founder and CEO.
WEALTH MANAGEMENT
A Noteworthy Year of Accolades, Excitement, and More Provides Holiday Inspiration
Patti Brennan, founder and CEO of Key Financial, Inc., has certainly never been interested in singular acclaim. But this year the world did notice her. Big time.