• Certified Financial Planner (CFP®)

Phone:

(248) 848-1111

 

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Naoko McKelvey 

Financial Advisor 

Naoko has worked and served clients in the financial planning and investment management industry for over 15 years.

Her commitment to constant self-growth has led her to attain the Certified Financial Planner™ (CFP®) designation, her Bachelor's degree in International Business from Illinois State University, and her M.B.A. from Walsh College.

Naoko enjoys playing competitive tennis, cooking & entertaining, and spending time with her family and friends. She is married to her college sweetheart, Mark. They have one daughter, Miya.

Interesting Facts About Naoko

If you had to be handcuffed to one person for a month, who would it be? 

  • My sister, because we would entertain each other and probably be laughing the entire time.  She is my BFF. 

What do you do to relax? 

  • I love to play competitive tennis ( and win ) and make to-do lists or packing lists. 

If you could be a professional in any sport, what would it be?  

  • Pro tennis player. I've played competitive since age 5.  My mom always thought I would become a pro, but having fun in college and meeting my husband became more fun and important! 

 

 

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