Meet Kelly
As our team’s Client Service Associate, Kelly brings a strong background in the financial planning industry to her role. She has more than 15 years of customer service experience, and the well-earned knowledge and abilities that come with extensive experience is apparent in everything she does.
Kelly holds a Bachelor of Science degree in personal financial planning from Texas Tech University. While at Texas Tech, Kelly was a Peer Financial Coach on campus, educating and coaching students on various 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 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 traveling, 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.