Kay joined our team in October 2017. At that point in our business, we were aching to grow yet hampered by an overwhelming number of demanding responsibilities. Kay was willing to dive in and take charge of a facet of our business that most people want to sweep under a rug due to its complexity and grueling nature. We were delighted by her tenacity and warmed by her beaming personality. She keeps our books, counts our beans, and keeps everyone on the team on their toes, challenging us with pertinent, accurate data while simultaneously tossing funnies around the office, keeping our spirits buoyed with her distinctive sense of humor.
Kay, born and raised in San Antonio, now resides in New Braunfels with her husband Troy and their two feisty Jack Russell pups, Cassie and Murphy. After many joyful years of embracing the challenges of parenthood, they have successfully graduated both their wonderful young men, Collin and Tanner. Kay and Troy now have the freedom to spend their spare time feeding the hummingbirds and cultivating the cactus garden on their property.
Kay acts as a non-registered associated person authorized to assist Advisors with LPL Financial approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of LPL Financial or otherwise bind the firm.