How to Best Manage Your Beneficiary Designations
Leaving an inheritance to your family or friends is not just about passing on assets,...
Kelly joined the team in 2019. Previously, she taught elementary students for 28 years. She’s lived in Austin most of her life and grew up in Westlake. Kelly is married to a former University of Texas football player and has three children who grew up way too fast. When she is not at work, she enjoys gardening, hiking, and teaching children about fishing through Texas Parks and Wildlife Department.
Kelly is responsible for working with clients on their service needs and ensuring client satisfaction. Her focus is working on the Wealth Management and Wealth Planning team.
Essential Tax Tips for IRAs
Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There...
Creating a Financially Organized Life
Here’s how to get a jump-start on creating a system to organize your bills, statements,...
