Through her independent, fee-only RIA firm, Kelly provides ongoing financial planning and investment management help to busy professional women and families, particularly those in the finance and tech industries or receiving equity compensation.
Prior to founding KKFP, she spent nearly 12 years building a career in the investment management industry at Dimensional Fund Advisors, a large asset manager whose long-term approach to investing relies on financial science instead of attempting to guess where markets are going next. Most recently Kelly was a Regional Director and Vice President on the sales team and Lead Chair of the Women’s Inclusion Network for employees.
Outside of her involvement with Texas Wall Street Women, Kelly serves as a mentor for female Kelly received a degree in Finance from the University of Texas at Austin McCombs School of Business, and also holds the CERTIFIED FINANCIAL PLANNER™ and Registered Life Planner® designations.
