I am passionate about empowering my clients when it comes to their money and their goals. Whether it be planning for retirement or school for your children or grandchildren, reducing taxes, paying off debt or protecting your family during your lifetime and beyond – it is important to me. We will readily partner with your CPA or attorney to assist you with your taxes and estate planning, and life insurance.
I use an established process to build personalized strategies to help you reach your goals, and we will partner together throughout your life to help keep you on track with a solution that is truly made just for you.
I started my career on Park Avenue in New York City and moved to London's financial district as a bond analyst before my husband, Christian, and I decided to settle down in Texas to raise our family. We have been blessed with three children: Michael, Joshua and Charlotte. We adore the outdoors and are very active in our children's many activities.
My Senior Branch Office Administrator, Tonya Shropshire, started at Edward Jones in Michigan in 2015 and has two adult children of her own. She has been married to Will since November 2022.
My business continues to grow through my clients who refer family, friends and business colleagues who are also looking for a passionate financial advisor to help them on their way. I can meet with clients in person, via phone or WebEx/Zoom. Tonya heads the front desk and partners with me to provide the utmost in personalized service.
I serve as a training leader in my region, am a public speaker for the Alzheimer's Association and am actively involved in the Dallas Alzheimer's walk each year. I hold an AAMS™ professional designation from the College for Financial Planning. I am vice president of our HOA, actively involved in our PTA and a member of IAMPETH - The International Association of Master Penmen, Engrossers & Teachers of Handwriting.
Tonya and I both understand how hard it is to juggle all of life's challenges. We are here to help – it will be our privilege.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Special Needs Financial Considerations
My Personal Interests
- History and Museums
- Spending Time with Family
- Animal Rescue
- Outdoor Enthusiast
Phone NumberKelly O Sculpher at (972) 423-3221
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