p: 512-342-0202 | c: 512-656-0428 | f: 512-342-0101
a:300 W. 6th Street
Austin, TX 78701
Kelly is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED LIFE UNDERWRITER (CLU) professional who joined the firm in 2016. Born and raised in Austin, he returned home after college to work alongside his father in the accounting and advisory business. Kelly earned a bachelor’s degree in business administration from Stephen F. Austin University. He also holds a Texas life insurance license.
Kelly is an Eagle Scout and believes in the values instilled in him through the Scout Law. He continues to serve the youth of Austin on the Executive Board of the Boy Scouts of America Capital Area Council, where he serves as Past - Chairman of the National Eagle Scout Association of Central Texas, Co-Chair of the Sporting Clays Classic, and on the Disaster Preparedness & Response Committee. He also serves as Vice President of Facilities for the Young Men’s Business League and Austin Sunshine Camps.
Kelly and his wife Kami have two young children, Liam and Ella. His growing family occupies a majority of his time outside the office, but he still makes time to hunt and play golf.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.