KELLY MOFFATT, CFA®
Team Member since 2021
What do you love most about working at Tri-Star?
The team culture. We focus on being solutions-oriented and creating the best possible outcomes for our clients, having the opportunity to share the journey with clients and see them achieve their long-term financial goals.
What is your favorite quote?
“There are no shortcuts to any place worth going.” -Beverly Sills
What are your top three bucket list items?
2. Sideline field pass for a Green Bay Packers game
3. Experience flying in a fighter jet