As a Regional Director and Vice President in the Global Client Group at Dimensional Fund Advisors, Kelly leads business development efforts across the United States with state-registered independent financial planning firms. In this role she educates financial advisors on Dimensional’s investment philosophy and delivers guidance and support for various practice managements needs in order to improve and grow their practice. Kelly is also a frequent speaker for many of Dimensional’s live virtual webcasts and workshops.
Kelly is a founding member of the steering committee for Dimensional’s financial advisor Women & Wealth Community – a group that is on a mission to better serve women investors. More recently, Kelly was selected as the Lead Chair of Dimensional’s Women’s Inclusion Network – one of the first employee resource groups to be formed at the firm.
Outside of her involvement with Texas Wall Street Women, Kelly serves as a mentor for female undergraduate students at her alma mater, the University of Texas at Austin’s McCombs School of Business. There she received a BBA degree in Finance with a concentration in investment management. Kelly has also held the CERTIFIED FINANCIAL PLANNER™ designation since 2014 and is currently working on her Registered Life Planner designation.