"The simple things are also the most extraordinary things.”—Paulo Coelho
I’ve worked in investment services since 2009, and I’ve learned that strong relationships are at the center of meaningful financial guidance. As an Investment Assistant, I support Members and colleagues with reliability, care, and a commitment to earning trust in every interaction.
Family is a big part of my life. My daughter has been traveling for work since 2017 — living in faraway places like Bali and South Korea — and my two sons are building careers of their own. One is training as a paramedic with Travis County, and the other followed me into financial services.
I’m originally from Houston and recently moved from San Antonio to Austin to stay close to family as they begin new chapters. At home, I share life with Hazel, my Pitty Whippet mix, two adopted Mini Aussies, and my sons’ “grand dogs,” who visit often.
Outside of work, I enjoy reading, hiking, cooking, live music, dancing, learning new things, easing back into fitness, and spending time with family and friends.
Get to Know Kelli
What was your favorite TV show growing up?
My So Called Life
If you could meet anyone, living or dead, who would it be?
Lucille Ball
What is the number one item on your bucket list?
Camping under the stars in Iceland