As a gerontologist turned financial advisor, I know firsthand from my professional background what it is like to receive poor and ill-natured financial advice. It is something that can ruin a lifetime of hard work. Because of this, I have made it my mission to provide my clients with guidance to help them achieve their financial goals.
My first experience with Edward Jones was in 2016 when I was a client wanting to save and invest for my retirement and my children's education. What drew me to a career here was the culture and environment they created for their clients and their employees. Now, I serve my neighbors in the communities of Castroville, Hondo, Lytle, La Coste, D'Hanis, and the Far West Side of San Antonio, including Alamo Ranch and Westover Hills.
I grew up in Colorado and moved to Oklahoma for college. I graduated from Oklahoma Christian University in 2009 with a bachelor's degree in youth ministry and in 2014 from University of Central Oklahoma with my master's degree in gerontology (the study of aging). My husband's military career brought us to San Antonio, TX in 2015.
Outside the office, I am proud to be involved in my community through Rotary, the Alamo Ranch 151 Business Association and serving in our church congregation. Additionally, I love spending time with my husband and two young children. A few fun facts about me are that I have an identical twin sister, and I speak French and German!
Whether you're planning for retirement, currently retired or have something specific you're saving for, my job is to help you navigate this process. Together we will partner with your CPA, estate planning attorney and other trusted professionals to deliver a comprehensive strategy. This strategy will align your investment decisions with your long-term goals.
At Edward Jones, we use an established process to help you build personalized strategies to help you reach your goals. It all starts with a conversation. So, let's talk!
- Retirement Savings Strategies
- Military Professionals & Veterans
- New Investors
- Estate & Legacy Strategies
- College Savings
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Community Outreach
Office Address1030 Country Lane
Castroville, TX 78009
Phone NumberKelly M Finley at (830) 931-3132
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
- Web Conferencing
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