Meet Kelly


Kelly brings a strong background in the financial planning industry to her role as our Client Service Associate with over 15 years of customer service experience.

Kelly holds a Bachelor of Science degree in Personal Financial Planning from Texas Tech University. While at Texas Tech, Kelly served as a Peer Financial Coach on campus, educating and coaching students on a variety of financial topics. Kelly was a Terry Foundation Scholarship recipient and served as the Mentor Coordinator for transfer and non-traditional students who also received the esteemed scholarship.

Currently, Kelly actively volunteers her time for various mentor opportunities and interview panels for The Terry Foundation. Kelly and her husband, Jerrod, recently welcomed home a baby girl, Evelynn.

Kelly grew up and currently lives in the Austin area. When not in the office, she enjoys spending time with her family, her dog, and friends. She also enjoys reading, most things sci-fi, and cheering on the Texas Tech Red Raiders to victory.

Our philanthropic interest are personal to us and are not reviewed, sponsored, or approved by CWM, LLC.