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.

What is a Buy-Sell Agreement?

Buy-sell agreements are legally binding documents between business partners that govern how business interests are...
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What Legal Documents are Important When Your Child Becomes an Adult

Whether your child is going off to college, out into the workforce, or splitting time...
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Qualified Business Income Deduction

The qualified business income (QBI) deduction is a tax break that’s been given to certain...
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We can help you achieve financial freedom, so you can focus on what you enjoy in your life.

Address: 4201 Bee Cave Road, Suite C-101, Austin, TX 78746
Office: 512.381.4500