- 5718 Westheimer
- Ste. 950
- Houston, TX 77057
- (713) 735-9217
- (800) 864-9200
- (713) 735-9229 fax
joined Tri-Star with over ten years of industry experience and
diversified expertise in the client asset management and administrative
functions critical to developing and maintaining a successful wealth
management practice. Today she is responsible for developing and
sustaining client relationships, conducting in-depth portfolio reviews,
and updating portfolio allocations to reflect changes to clients'
Outside of work Kelly enjoys
spending time with her husband and two dogs, reading, volunteering for
Veteran's causes, and gardening.
Kelly holds the FINRA Series 7, 66, and 31.