Kelli Wallace

Kelli Wallace

Kelli joined the Financial Security Management, Inc. (an investment advisor firm registered with the U.S. Securities and Exchange Commission) team in 2014 after being a client at FSM since 2005. Kelli is an Investment Advisor Representative, as well as 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. She has a passion to help her clients to make good financial decisions and to meet their financial and tax goals.

After a seven-year stint in New York City, Kelli moved to Colorado to be closer to family. She currently lives in Sunnyside, Colorado where she loves to spend time with family and friends. She is an avid music enthusiast and is the Booking Manager for the Golden Music Festival.