Our Team

Our Team

Kelly McKeehan, CFP®, MBA

Senior Financial Advisor

Kelly has a passion for serving others through investing and financial planning. He earned his bachelor's degree in speech communications from Southwest Texas University. His ability to listen and articulate his clients' needs shines through in every meeting. Kelly previously worked at Dell, Inc., where he had the opportunity to live in Sydney, Australia, and Dublin, Ireland. He learned that, although there are many cultural differences, one thing remains the same: everyone has a dream of what life should look like to them. While overseas, Kelly earned an MBA and took on a position in business development. The skills he learned while in this role were easily transferred to financial planning and investing.

In order to recognize your dreams, you must follow a few steps. First, you must assess where you are at the moment; secondly, you should clearly define where you want to go, and lastly, develop a plan to get there. At Allfluent Wealth Management, we are dedicated to the task of helping you find out where you are and developing a plan to get you where you want to be. We will help you set your priorities and track your success.

Kelly is a CERTIFIED FINANCIAL PLANNERTM  professional and author of the book "Retirement Test Run". He enjoys helping people one-on-one, through print materials, and public speaking.

 

 

Christy Shelton

Financial Advisor

Christy spent six years at Raymond James & Associates prior to joining Allfluent Wealth Management, LLC, in June 2014. She holds her FINRA Series 7, 63, and 65 registrations through Commonwealth Financial Network® and assists Kelly with research and operational questions. Christy’s passion lies in helping others achieve their goals, hopes, and dreams by creating a plan to show them where they are now and what it will take to get them to where they want to be. In addition to her role as a financial advisor, Christy is also Allfluent's insurance specialist and plays a key role in assisting clients with analyzing their insurable needs to protect their financial plan.

Christy earned her bachelor’s degree in business administration, with an emphasis in finance, from the University of Missouri in 2007. Being new to Texas, Christy enjoys exploring the sights that Austin has to offer, reading, spending time with friends and family, and playing with her dog Joey.

Britney McKeehan

Client Relations Assistant

Britney earned her BA from Texas Tech University in spring 2005 in early childhood education. After a couple of years in the classroom, she transitioned to the corporate world within the technology sector at Dell, Inc. for seven-and-a-half years as a sales account manager. With a father, two brothers, and now a husband in the financial industry, she has finance in the blood. Currently, as a client relations assistant, her duties include office operations, client correspondence, and organizing events and learning workshops. 

During her downtime, spending quality time with family is most important. In November 2014, she welcomed her son and in October 2017 a daughter. She now enjoys juggling work and personal life.

Joshua Tsai

Client Service Assistant / Financial Advisor

Joshua graduated with a BS in computer science from the University of Texas in 2006.  He started his career as a technical support analyst with IBM supporting multiple enterprise software.  Near the end of 2018, he left the tech industry to pursue a career in the finance industry and joined Allfluent Wealth Management as a client service assistant.  He has passed the SIE, FINRA Series 7 and 66 exams.  As of March 2020, he is registered as an Investment Advisor Representative.  When he is not working, Josh enjoys playing board games with his friends, gardening with his wife, and biking with their pet schnauzer.