Our People
Current Topics
- Your House is on Fire - ETFs and the Financial Press
- Are All Registered Investment Advisory Firms Fiduciaries? — Caveat Emptor
- SF Chronicle quotes Chambers on Schwab's new indexed 401(k) program
- International Bonds: Scary or Terrifying?
- Managing Retirement Portfolio Withdrawals in Turbulent Times
- Revisiting TIPS
- When Portfolio Risk Control Does More Harm than Good
- Retirement Income & the 4% Rule
Kelly M. Woodard
Kelly has been at Schultz Collins Lawson Chambers, Inc. since 2002. Her responsibilities in client account management include:
- Opening client accounts & transferal of assets
- Portfolio taxation issues
- Portfolio reporting
- In-house desktop publishing
- Institutional advisor liaison
Kelly holds degrees from Mills College and San Francisco State University in Mediaeval History and American History. She speaks fluent French and Spanish and is a marathon runner.
