Designations and Licenses

Kelli is a CERTIFIED FINANCIAL PLANNER™ professional.  

Experience and Education

Kelli develops comprehensive wealth management plans for high-net-worth families. Prior to joining Mariner, Kelli served as a wealth plan specialist at a boutique firm in Houston.

Kelli has a bachelor’s degree in finance from Texas Christian University (TCU). She serves on a committee of the Houston Financial Planning Association.

Personal Interests

She enjoys hiking and camping with her Labrador retriever named Cheese, live music and traveling. Her favorite sports team is the Green Bay Packers.