Education: University of North Texas – Bachelors of Business Management
Licenses: FINRA Series 6: Investment Company and Variable Contract, FINRA Series 63: Uniform Securities Agent State Law, and Group 1 Life & Health Insurance Licenses
Kelley began her career with Waldman Bros in 1996 and has been working with Scott in the financial and insurance industry ever since. With over 20+ years of experience in the insurance industry, Kelley assists CD Wealth’s clients with marketing, underwriting and policy service for all life, disability, long term care products. Kelley also works directly with Scott on 409A deferred compensation plans and to helps implement and administer the deferred compensation plans with the plan sponsors. Kelley assists clients with their questions, requests and concerns and assures their experience is informed, efficient and positive. She provides excellent customer service to the clients and believes that this type of service promotes the long term relationships she has with the clients. In her free time, Kelley enjoys spending time with her husband and daughter.
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