Meet The Team

The Safe Money Retirement Strategies team is dedicated to providing the best information and guidance for your retirement. Below, read about each individual team members and our diverse portfolio of life experiences. We feel like a family here, and hope that you’ll feel the same when we meet!

Thomas 'Skip' Kelley
President / Strategic Financial Advisor

Thomas ‘Skip’ Kelley is a holistic Financial Advisor specializing in Retirement Income Planning. Working in a Fiduciary capacity he creates customized strategic financial plans incorporating both market 'risk' instruments and insurance 'safe money' investments to provide both growth and safety to your family's portfolio. Clarity, direction and peace of mind are the ultimate goal.

 

Skip is both an Investment Adviser Representative with SGL Financial, an SEC Registered Investment Adviser and a fully licensed Insurance professional.  His clients include individual clients and small businesses in the Southern, Central and Seacoast areas of New Hampshire.

 

Skip is affiliated with professional networks including real estate and futures trader organizations and a network of Elder Law Attorneys and Certified Public Accountants. Operating as an Independent Adviser Representative, Skip is free to act solely in the best interest of his clients.

 

A native of Lexington Massachusetts, Skip spent most of his youth growing up in Moultonboro, NH on Lake Winnepesaukee. After 28 years raising his family in Bedford, the Kelleys now reside on the banks of the Merrimack River in Manchester. His wife of 33 years, Kathleen Rose, teaches Physical Education at Bedford High School. Skip has been successful in a number of fields as a salesman, business owner, real estate entrepreneur, and investor. He believes the strategy behind investing for a comfortable retirement must be driven by safety, growth and control. He dedicates his time to understanding each individual’s financial needs and objectives, and his ultimate goal is to provide guidance and direction that result in financial peace of mind.

Lisa Wright
Director of Operations

Lisa comes to Safe Money Retirement Strategies with over 20+ years of experience in the Finance and Insurance Industries. Prior to joining our team, Lisa was employed by Stephen Eldridge & Company for 11 years where she was a 401(k) Account Manager. For the last 10 years, Lisa was employed by CGI Business Solutions, Inc. as the Manager for COBRA Administration and Financial Management.

Lisa received a designation from Bentley College in 1996 from the Pension and Employee Benefits Program and has certifications for both COBRA Administration and Cafeteria Plans. She has a New Hampshire Insurance Producers license for Life, Accident & Health.

Lisa believes that high level customer service and personal touch is essential in creating client relationships as well as the development of mutual trust. She is dedicated to going above and beyond and committed to making a difference in the lives of others.

Sheena Reinfurt
Administrative Assistant

Sheena joins Safe Money Retirement Strategies with over 10 years of customer service and administrative experience. After attending Cape Cod Community College, where she majored in Health Sciences, she began working in the health services industry in a customer service and administrative capacity.

Sheena currently lives the Manchester area with her husband Connor and three children and is excited to be part our team. Sheena’s infectious energy and upbeat attitude are evident in her passion in helping others plan for their futures.

You are using an outdated and unsupported browser. Please upgrade to continue.

This version of Microsoft Internet Explorer is over eight years old, does not receive security updates, and is not able to render modern websites. We strongly suggest updating your version of Internet Explorer or using a modern web browser such as Microsoft Edge, Google Chrome, or Mozilla Firefox