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Since joining the firm in 2021, Kelley has become known for her savvy and outgoing
personality. She brings more than 15 years of dedicated experience in client servicing and
ensuring unparalleled satisfaction through strategic relationship management and a keen
understanding of client needs. In her role as Client Services Associate, Kelley demonstrates
exceptional abilities in fostering effective collaboration and delivering top-tier customer
A proud Dallas native, Kelley was born and raised in Dallas, TX. In addition to her
professional endeavors, she dedicates most of her time to nurturing her daughter’s evolving
soccer career. Whether cheering from the sidelines during High School games or traveling
around the country, Kelley is truly fulfilled in contributing to the joy and success of her
daughter’s athletic journey.
Investment advisory services offered through ACT Wealth Management, LLC, a registered investment adviser.
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