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About Me

How I Work

How I Work

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with training as financial professionals, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. 

My approach adds perspective to all we do and provides increased benefits to our clients.

Jim Kelly

Enrolled Agent

(512) 474-8300

I have been operating my business in Austin, Texas, for 25 years. I received a Bachelor’s Degree in Accounting and a Masters of Science Degree in Finance, and am also an IRS Enrolled Agent (EA), and an insurance agent...

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