Client Advisory


Kellye is an Associate and the Office Manager for the Fort Worth Office. As the Office Manager, she oversees the day-to-day administrative functions of the office and serves as the first point of contact for our guests and visitors. Kellye has over 25 years of experience in office management.

Q & A


Who inspired you to pursue your career in financial management?

My high school civics teacher. She helped me understand importance of financial management for every stage of my life.

What should your clients know the most about you?

As an office manager for over 30 years I know I am our client’s first impression of our office. I strive for that to be a great experience for them every time they interact with us.

How would you describe your best day doing what you do?

Bringing a smile to everyone I interact with each day while acknowledging our clients & staff’s requests in a timely manner.

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