Kelly is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED LIFE UNDERWRITER (CLU) professional who joined U.S. Capital Wealth Advisors (formerly Legacy One Financial Advisors) in 2016. Born and raised in Austin, he works alongside his father, a CPA, in their Wealth Management business where they help clients grow their assets, control their risk and plan for the future all with a watchful eye on tax. Kelly earned a Bachelor’s degree in Business Administration from Stephen F. Austin State University. Kelly is an Eagle Scout and believes in the values instilled in him through the Scout Law and continues to serve the youth of Austin on the Executive Board of the Boy Scouts of America Capital Area Council. He also holds a Texas life insurance license.
Kelly and his wife Kami have two young children, Liam and Ella. His growing family occupies a majority of his time outside the office, but he enjoys sporting clays, golf, hunting, Cub Scouts and philanthropy.
Current Community Leadership Roles:
Executive Board Member – Boy Scouts of America Capitol Area Council
Executive Committee – Gun Chairman – Coastal Conservation Association of Austin
Committee Member – BSA Disaster Preparedness & Response
Former Community Leadership Roles:
Chairman – National Eagle Scout Association of Central Texas
Co-Chairman – Sporting Clays Classic, Boy Scouts (10 years)
Vice-President of Facilities – Young Men’s Business League
Vice-President of Facilities – Austin Sunshine Camps
Chair of Membership – Financial Planning Association of Austin
Honors & Awards:
National Outstanding Eagle Scout Award – 2022
Member of the Year – Young Men’s Business League - 2013
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.