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.

Don’t Let Taxes Derail Your Retirement Plans | Echelon Financial

Don’t Let Taxes Derail Your Retirement Plans

Unfortunately, the idea that you’ll automatically pay a lower tax rate in retirement is one...
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Interest rates are expected to increase this year in response to inflation that is running...
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Address: 4201 Bee Cave Road, Suite C-101, Austin, TX 78746
Office: 512.381.4500