Kelly serves as a Wealth Advisor for Frontier. She has over nine years of experience in the financial services industry. She received her Bachelor of Business Administration degree in Finance from Texas A&M – Commerce, holds the series 7, 66 and state insurance licenses. She is a CERTIFIED FINANCIAL PLANNER™ as well as an Accredited Portfolio Management Advisor™. Kelly is also a member of the Financial Planning Association – San Antonio Chapter.
Personally – Kelly has a busy family with her husband, Jason, and their three children. They love classic cars, cooking, traveling, and entertaining. They are members of Holy Ghost Lutheran Church with deep family roots in Fredericksburg, Texas. Kelly volunteers with the Fredericksburg ISD Education Foundation helping to provide funding for teachers and innovative learning opportunities in her community.
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