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, assess where you are at the moment; second, clearly define where you want to go; and finally, 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 PLANNER® professional and author of the book "Retirement Test Run." He enjoys helping people one-on-one, through printed materials, and public speaking.