Kellie joined HB Wealth in August 2025 as an Advisory Associate. She works on the financial planning team, assisting advisors with creating and implementing tailored financial recommendations for clients.
Before joining HB Wealth full-time in 2025, she interned as a Summer Associate in 2023, prior to her senior year at the University of Georgia.
Kellie earned her Bachelor’s degree in Financial Planning from the University of Georgia’s College of Family and Consumer Sciences with minors in Spanish and General Business. She also completed her Master’s degree in Behavioral Financial Planning & Financial Therapy through the University of Georgia’s “double dawgs” program. She is currently pursuing her CERTIFIED FINANCIAL PLANNER® designation.
In her spare time, Kellie enjoys spending time with friends and family, watching football, and traveling.