I wasn't born in Texas, but I got here as quick as I could! Due to dad's Military Service, we moved to Kingsville, Texas at only 6 months old. My father moved station to station as directed, but my mother felt a firm foundation was important for my brother and me. For this reason, I spent the next 28 years in Kingsville. From Pre-K to a master's in clinical psychology, my entire educational lifetime was spent on Kingsville campuses. This was followed up by taking a job with the local MHMR to work with several mental issues, as was the education I received. After moving through a few different jobs in the mental health/foster care arenas, I took a giant leap of faith at the encouragement of a very good friend from college. He introduced me to the concept of behavioral finance and the ability to help people in my community with their long-term financial needs.
15 years later, I am hooked. I am inspired every day to learn new and exciting facts about my clients and their lives. I go home with a true sense of satisfaction knowing that I am helping them make great changes to their financial goals and seeing tangible results almost daily. I love working with current retirees as they navigate their post-employment lives. I especially love working with small business owners and those closing in on retirement. Seeing the happiness on their faces as they see the potential for a truly great retirement is a satisfying job. Along with my team, we offer a seamless client experience that helps them achieve this goal. Along with working on assisting the future generations through family financial goal setting and current protection, my team and I put their priorities first!
When I am not working with families, I love spending time with my wife, my kids and our many animals. Whether it be sitting around the house or taking a quick boat ride on the bay, we spend as much quality time as possible. Along with planning for my clients, I feel keeping myself on pace is very important.
My Personal Interests
Phone NumberKelly Ellis at (361) 992-5301
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
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