Kelli A. Wallace
Financial & Tax Advisor
Kelli joined the Financial Security Management team in 2014 after being a client at FSM since 2005. Kelli is a second-generation financial advisor and is also a tax preparer. Kelli graduated from Baylor University with a BBA in Marketing/Management in 1989. Her background includes working for 7 years at a mutual fund company in Kansas City and New York City. Kelli values developing partnerships with her clients and helping them to achieve their financial goals.
Education
BBA from Baylor University
Interests
Live Music
Animals
Electric Bike
Core Values
Authenticity
Partnerships
Knowledge
About Kelli
After a seven-year stint in New York City, Kelli moved to Colorado to be closer to family. She currently lives in Berkeley, Colorado where she loves to spend time with her husband, family, and friends. She is an avid music enthusiast and loves to ride her electric bike!
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What a partnership with Kelli looks like: With an authentic and down-to-earth approach, Kelli provides comprehensive financial advice to individuals, couples and families in order to empower them toward their financial goals. Because Kelli values knowledge and authenticity, she strives to meet her clients wherever they are in their financial journey and make complex issues understandable. Whether you're contemplating retirement, going through a divorce, or navigating life's challenges on your own, Kelli is committed to helping you make wise financial decisions throughout all of life’s transitions. She is passionate about educating her clients, and strives to leave no question unanswered.
