With nearly two decades of experience supporting C-level executives at major corporations such as GameStop, Zales, and United Health Group, Kelly knows exactly what it takes to manage complex operations with absolute precision. In 2020, she chose to channel her corporate expertise into a more personal mission, obtaining her professional life insurance license to serve individuals and families directly through Life, Health, and Annuity solutions. Kelly works hand-in-hand with David to guide clients toward fulfilling well-funded retirements and the peace of leaving a legacy to their loved ones. Kelly is incredibly excited to continue growing this branch of our practice while delivering exceptional financial support to our community.

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Born and raised deep in the Heart of Texas, Kelly is a Flower Mound native, a Marcus High School alumna and Tarrant County College graduate. She shares her life with her husband, Michael, and she is a dedicated baseball mom of one to their beloved son, Roman. When she isn't at the ballpark, Kelly and her family love exploring the world, making it a point to visit a new destination once a year.