Kellie’s passion for developing comprehensive financial plans and helping clients understand the complex world of investments is what motivates her most. For over 17 years she has been meeting the financial needs of investors as they transition along their path from graduation through retirement.
Kellie believes that clients who follow a well thought out financial plan-- tailored to their goals -- will find success in an otherwise uncertain financial world. She seeks to understand each and every client -- their past investment experiences and their belief systems -- so that she can guide them to achieve their financial goals. This holistic approach and desire to educate her clients is what sets Kellie apart from many others in the financial industry.
After graduating from college, Kellie began her career as a banker for Bank of America. She later found her niche as a financial advisor with Banc of America Investments. With a move to Texas in 2006, Kellie joined Wells Fargo Advisors and began to grow her practice in Austin. Shortly thereafter, she and her husband also grew their family by two, welcoming two beautiful girls into the world.
As a CERTIFIED FINANCIAL PLANNER™ professional and a mother, Kellie believes education is what gives investors the confidence to stick to their plan and not get caught up in market waves. Teaching financial education is one of Kellie’s favorite aspects of being a financial advisor. And that is precisely what led her to join the independent network of advisors at Upstream Investment Partners. As a Private Wealth Manager she focuses the needs of her clients and the financial needs of their families. Kellie prides herself in giving clients and their families the tools they need to grow and live financially independent lives.
Education
As a graduate of The University of Iowa, in Iowa City, Iowa, Kellie is proud to call herself a Hawkeye. In 2005, she achieved her CERTIFIED FINANCIAL PLANNER™ designation through a rigorous testing process while completing coursework through The American College. She is FINRA Series 7 & 66 securities-license, as well as a Life, Health, and Disability Insurance License.