As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do. I also focus on intergenerational planning and wealth transfer. Relationships matter to me and I enjoy working with individuals and families that are interested in a true partnership with a trusted advisor.
In 2002, I began my Edward Jones career as a financial advisor in Dallas. Today, Edward Jones serves the community from over 13,000 convenient locations. I became a limited partner with Edward Jones in 2015 and have served in leadership for the Dallas region for the majority of my career.
I am grateful to have qualified to attend the Edward Jones annual Women's Conference twice, an honor reserved for the firm’s top 250 female financial advisors.
I earned the AAMS® designation from the College for Financial Planning. The AAMS® designation is awarded to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I received the CFP® certification from the Certified Financial Planner Board of Standards Inc. The CFP® certification is awarded to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Intergenerational Planning
- Retirement Income Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Wine Collecting/Enthusiast
Mailing Address3100 Montecello Ave Ste 860
Dallas, TX 75205
Phone NumberKelli D Poremba at (972) 503-1217
|Mon||07:30AM - 04:30PM|
|Tue||07:30AM - 04:30PM|
|Wed||07:30AM - 04:30PM|
|Thu||07:30AM - 04:30PM|
|Fri||07:30AM - 03:00PM|
- Web Conferencing
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