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Michael "Zeke" Kelly
I started Canopy Financial Solutions for the sole purpose of helping people
and businesses better understand complex financial concepts and achieve
peace of mind when it comes to money and serious life goals.
Life is uncertain to say the least. I've spent my professional career serving others and helping people navigate and survive uncertainty.
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Personal Facts
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Married since 2007 to a wonderful wife, mother, teacher and estate/business planning attorney, Jessica Kelly. Check her out at -> brickcitylaw.com
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Two children -- Liam (born in 2010) and Josephine (born in 2014)
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Lover of all things finance and economics since Ronald Reagan became president and after first reading The Motley Fool Investment Guide and The Intelligent Investor
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Former homeschool teacher and principal, Heritage Homeschool (20016-2023)
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Proud combat veteran, wounded warrior, and retired US Army officer (2019)
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Former chef, current culinarian, and master of disaster in any kitchen
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Avid golfer stuck around a 5 handicap
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Follower of many, aspiring leader and mentor to many more
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Professional Facts
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Registered Representative and Investment Adviser Representative
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Series 7 License - General Securities Representative (FINRA, 2019)
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Series 66 License - Uniform Combined State Law | Uniform Investment Adviser (FINRA/NASAA, 2019)
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Insurance License - Life and Variable Annuity (2018)
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Insurance License - Accident, Health, Medicare, and Long-term care (2018)
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[candidate] CFP/ChFC - American College of Financial Services (currently enrolled)
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Former Board of Directors and Committee Chair - Sanford Area Chamber of Commerce (2021-2022)
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B.S. Finance - University of North Carolina at Wilmington, Cameron School of Business (2003)
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United States Army Noncommissioned Officer (2003-2010)
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United States Army Officer (2010-2019)
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Awarded Purple Heart - Afghanistan (2012)
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Awarded (4) Bronze Star Medals - Operation Iraqi Freedom, Operation Enduring Freedom (2007-2013)
