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CAS Profiles – Mia Kellman (New York)

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Mia

Mia_and_Jim
Mia joined the CAS team in January 2010. She serves as our office coordinator at the Rochester office – greeting clients with a warm smile when they walk in the door; distributing mail and deliveries; helping Carrie to scan and organize client files; preparing monthly spreadsheets, beneficiary information, and other documents for upcoming client appointments; and ensuring that day-to-day operations run smoothly.

While Mia has a wide range of responsibilities, her favorite part of working at CAS is welcoming and interacting with our clients.

Mia lives in Greece, NY, with her husband Jim, who is a teacher; their two children, Alana and Zachary; and their cat Gracie. Mia said her kids are her world, and she is “so happy to have the privilege to be Mom to these two amazing kids!”

Outside of work, Mia loves spending time with her family – whether it’s baking, roasting marshmallows over the fire pit in their backyard, dining on Mexican food and chocolate, or just visiting on their patio. Mia and her family also like to travel. Their favorite vacation spots are Maine and Hilton Head Island, SC.Mia_Kids

In addition, Mia is a landscaping and home decorating enthusiast. She excels at planning parties, showers, and other social functions at her home.

“I love planning all the details that go into a great party,” Mia said. “And seeing people having a good time is priceless!”

Mia also likes to run. She ran two 5Ks last year, and participated in the Dirty Girl Mud Runs – a three-mile jaunt through pure mud, complete with obstacles and costumes!

 

Mia Kellman is not registered with FSC Securities Corporation or Ciccarelli Advisory Services, Inc.
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