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I have been originating mortgages from my home office for over 25 years, which allowed me to raise 2 wonderful boys and supported my husband’s 27-year career in law enforcement. I was introduced to the financial industry and was automatically drawn to the challenge of a new career helping families in a unique way from originating mortgages. My licenses include NMLS, Life, Health and Accident, Series 6, 63, and 65.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
As an Independent Financial Professional, I am affiliated with the Independent Broker Dealer & RIA, Vanderbilt Financial Group. Headquartered in Woodbury, NY, Vanderbilt is known as “The Sustainable Wealth Management Firm” for our commitment to providing Financial Advisors and clients greater access to value-aligned investments. Headquartered in a LEED-certified Platinum building, Vanderbilt’s commitment to changing the world begins at home in their office and within their culture.
I am supported by Vanderbilt’s full team of dedicated staff who are committed to providing superior quality and service to its Financial Advisors and Clients. This very progressive, innovative and values driven firm fosters a strong entrepreneurial spirit and a partnership that allows us to better serve our clients.
Learn more about Vanderbilt Financial Group at www.VanderbiltFinancialGroup.com
I’d love to hear from you!
Contact me to schedule a meeting.
Phone: 801-915-7815
kmallas@vanderbiltsecurities.com
