Kelly comes to us with over 18 years of experience assisting C -Level executives in both small and large corporations, including a few Fortune 500 companies such as Gamestop, Zales Corporation and United Health Group. In 2020, Kelly decided to leave Corporate America to continue her passion of serving people by obtaining her insurance license to provide Life, Health and Annuity products. Kelly assists David in providing our clients with the financial plans that benefit them for a healthy retirement. Kelly was especially proud that within her first 60 days with us, she assisted in producing over $1.2 million in annuities. Kelly looks forward to growing this side of the firm by continuing to provide financial assistance to our clients.

 

Kelly is Texan born and raised! She was born in the DFW area and grew up in Flower Mound graduating from Marcus High School and then Tarrant County College. Kelly and her husband Michael have one son named Roman who loves to play video games and baseball.

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Kelly enjoys spending quality time with her family, especially watching Roman play baseball! Her family loves to travel, taking a trip once a year to a place they have never been before.