MEET
EVE KELLE
Helping individuals, families, and business owners build retirement strategies that protect wealth, reduce unnecessary taxes, and create long-term financial security.
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Rated Excellent on
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ABOUT
EVE KELLE
With more than eight years of experience in retirement planning and investment strategy, Joyce Raymond helps clients make informed financial decisions that support long-term wealth and retirement security.
She works with individuals, business owners, and retirees to organize retirement accounts, optimize investment portfolios, and develop tax-efficient withdrawal strategies that align with each client’s financial goals.
Her approach focuses on simplifying complex financial decisions into clear, practical strategies clients can confidently follow.
How Can Eve Kelle Help You
Investment Portfolio Review
Review your current investments and identify opportunities for better diversification and long-term growth.
Tax-Efficient Retirement Strategies
Develop withdrawal strategies designed to help reduce unnecessary taxes during retirement.
Qualified Retirement Plans
- Roth 401(k)
- Traditional IRA
- SEP IRA
- SIMPLE IRA
- Pension Plans
- Profit-Sharing Plans
- Solo 401(k)
- 403(b)
- 457(b)
- TSP
- 457(b)
Investment & Brokerage Accounts
- Margin Accounts
- Managed Investment Accounts
- Mutual Fund Accounts
- ETF Portfolios
- Tax-efficient withdrawal planning
Alternative & Private Assets
- Annuity Accounts
- Hedge Fund Accounts
- Private Equity Accounts
- Trust Funds
- Money Market Accounts
- High-Yield Savings
- Custodial Accounts (UGMA/UTMA)
WHY WE ARE TRUSTED
Why Clients Work With Eve
Experience You Can Trust
Over eight years helping clients navigate retirement planning and investment management.
Personalized Strategies
Every financial plan is designed around your goals, income, family, and retirement timeline.
Clear Financial Guidance
Complex financial concepts explained in a way that’s easy to understand.
EVE KELLE
Senior Retirement & Investment Strategy Analyst
Professional Background
2018 – Present
• Supports retirement and investment strategies across diverse portfolios.
• Develops comprehensive asset allocation plans.
• Advises clients on retirement income planning and long-term wealth management.
• Maintains compliance with retirement plan regulations and fiduciary standards.
Retirement Plan Coordinator
Mercer Advisors
2015 – 2018
• Managed retirement account processing.
• Assisted clients with retirement plan transitions.
• Supported compliance and account administration.
Education & Credentials
Bachelor of Science in Finance
University of Texas
2015
Certified Retirement Plans Professional (CRPP)
2017
Continuing education through ASPPA and the CFA Institute.
"A successful retirement isn't built around one investment. It's built through a balanced financial strategy that brings together retirement accounts, investments, and cash reserves to support your long-term goals."
Eve Kelle
Ready to Take the Next Step?
Whether you’re planning for retirement, reviewing your investments, or looking for guidance on managing your retirement accounts, Joyce is here to help.
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