Financial & Tax Advisor
Kelli joined the Financial Security Management, Inc. 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 in Kansas City. Kelli’s desire is to partner with her clients and strive to make good financial decisions and help them meet their financial goals. 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 fiancé, family, and friends. She is an avid music enthusiast and loves to ride her electric bike!