Kellie brings almost three decades of experience working with FI’s to help them achieve their goals. Prior to joining Engage fi, Kellie was operating as a partner to our team while growing and managing her own consulting firm. Her passion for insurance comes from working with clients across the US; as an executive at SWBC, for almost fifteen years prior to starting her own business.  As senior advisor, Kellie will work with our team to build a new line of business to serve our clients’ insurance needs.  She will utilize her expertise to consult with financial institutions as they navigate key insurance decisions and negotiations.

Outside of work, you’ll find Kellie playing with her rescue dogs, practicing her pool game, and enjoying the many incredible dishes her husband creates.  She is also an active volunteer with Refugee Services of TX, helping resettle families from all over the world.

Kellie’s Expertise

Insurance