Kelsey supports the delivery of investment, planning, fiduciary, administrative, and family office needs to a select group of clients. She is a member of Sentinel Trust’s health insurance task force, helping clients gather the information they need to select the best health insurance policy for their needs.
Kelsey joined Sentinel Trust from a Houston-based boutique wealth preservation law firm, where she combined high-end tax, estate, and business planning to craft sophisticated yet practical wealth planning solutions for multi-generational families. A talented attorney, she excels at distilling complicated and multi-step legal and tax structures into manageable and actionable plans.
Kelsey is active with her college and law school alumni networks serving the community and participates in trust and estate study groups locally.
- Client Relationship Officer, Sentinel Trust Company, LBA, Houston, TX (2018–Current) – Responsibilities included delivering investment, planning, fiduciary, administrative, and family office services to a select group of Sentinel clients.
- Associate Attorney, Farner & Perrin, LLP, Houston, TX (2014–2018) – Responsibilities included drafting estate planning documents, overseeing the administration of trusts and creating trust accounts, and assisting in the preparation of individual, trust, estate, and business tax returns.
- State Bar of Texas, Member