Kelly helps clients implement and monitor investment and wealth management strategies designed to meet their family’s goals. He is a member of the Investment Management Consultants Association, which is a non-profit credentialing organization for advanced investment and wealth management professionals.
Kelly earned his Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business. He has received specialized training in the unique wealth management needs of business owners through the University of Chicago Booth School of Business Executive Education Program and has prior experience in mergers and acquisitions with a Fortune 100 firm.
Kelly graduated cum laude from Texas A&M University with a Bachelor of Science degree in economics and a minor in accounting. He earned his MBA from the Thunderbird School of Global Management. He holds the Series 7, 63, 65 and 3 securities licenses.
Kelly and Audra, his wife of 23 years, reside in San Antonio with their son, Hayden. He enjoys spending time with family, reading, hiking, snow skiing and squash. He is also very active in the community in various charitable organizations.
