Kelli Holliefield has been working in wealth management and tax planning since 2000, she saw very early in her career the importance of merging financial services with tax planning. Kelli is an eager and willing team player who really enjoys helping our clients. Her passion and loyalty to our company and clients is long-lasting. Kelli and her three sons live on the lake in Little Elm, TX. She enjoys watching the children excel in sports and spending time outdoors with friends and family.