Kellsie Simons Email & Phone Number | Are you looking for a fulfilling retirement without the worry of running out of money? Do you want to protect your family if the unexpected happened to you or one of them? Want to enjoy your life stage and feel confident about the future? I would like to assist you by creating a financial strategy for your future. Feeling that your goals are clearly understood and documented helps us create a road map to take one more thing off your mind. Worry less when we have planned for market and economic changes. I work with individuals, families and small businesses to stay on the right road for their financial future. These include, but are not limited to: - Job and Career Changers (Let me help you make a smooth transition) - Growing families (Let's set your children up for success) - Small Businesses (Your employees' and your future are important) - Retirees (Estate and Legacy Strategies) - Teachers (Create a plan for the whole family) Some common topics I cover: - Retirement Planning (creating a financial strategy) - Wealth Strategies (Short term and long term goals) - Education Planning - Life Insurance - Balancing saving and budgeting - Rollovers - Consolidating accounts to achieve goals If any of these topics resonate with you, we need to talk! I grew up in beautiful Estes Park, Colorado where I found my passion for helping my community. I attended Colorado State University where I studied History and Political Science. During my time at CSU, I won the title of Miss Rodeo Colorado. I spent 2011 traveling and being an advocate for agriculture and rodeo across 14 states and Canada. After completing college, I decided I wanted to continue to help my community and extend my love for teaching. After moving to Texas in 2013, I taught in an elementary classroom for 9 years. I was part of our district professional development team where I wrote math curriculum. I have a passion for all things technology! My husband and I live north of Fort Worth and enjoy spending time with our daughter, dogs, cats, and horse. We love the hospitality of our community. While working for the school district, I enjoyed being a sponsor for our High School Rodeo Team. I still enjoy helping young women achieve their rodeo queen dreams while building life long skills including public speaking, time management, and interview skills. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Kellsie Simons

Are you looking for a fulfilling retirement without the worry of running out of money? Do you want t...
Decatur, Texas, United States

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Kellsie Simons’s Email kellsie.simons@edwardjones.com

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Kellsie Simons’s Location Decatur, Texas, United States

Kellsie Simons’s Current Industry Edward Jones

Kellsie Simons’s Prior Industry Northwest Isd | Lewisville Isd | Ellen Ochoa Stem Academy At Milam Elementary School | Miss Rodeo Colorado Organization

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Work Experience

Edward Jones

Financial Advisor

2022-06-01T00:00:00.000Z - Present

Northwest Isd

Elementary School Teacher

2016-08-01T00:00:00.000Z - 2022-05-01T00:00:00.000Z

Lewisville Isd

5th Grade Math/Science

2014-06-01T00:00:00.000Z - 2016-07-01T00:00:00.000Z

Ellen Ochoa Stem Academy At Milam Elementary School

Math Intervention Grades 3-5

2014-01-01T00:00:00.000Z - 2014-05-01T00:00:00.000Z

Miss Rodeo Colorado Organization

Miss Rodeo Colorado 2011

2010-07-01T00:00:00.000Z - 2011-12-01T00:00:00.000Z

Skills

No Skills Available

Languages

No Languages Available

FAQ About Kellsie Simons

Kellsie Simons is located at
Decatur, Texas, United States

Kellsie Simons is a Are you looking for a fulfilling retirement without the worry of running out of money? Do you want to protect your family if the unexpected happened to you or one of them? Want to enjoy your life stage and feel confident about the future? I would like to assist you by creating a financial strategy for your future. Feeling that your goals are clearly understood and documented helps us create a road map to take one more thing off your mind. Worry less when we have planned for market and economic changes. I work with individuals, families and small businesses to stay on the right road for their financial future. These include, but are not limited to: - Job and Career Changers (Let me help you make a smooth transition) - Growing families (Let's set your children up for success) - Small Businesses (Your employees' and your future are important) - Retirees (Estate and Legacy Strategies) - Teachers (Create a plan for the whole family) Some common topics I cover: - Retirement Planning (creating a financial strategy) - Wealth Strategies (Short term and long term goals) - Education Planning - Life Insurance - Balancing saving and budgeting - Rollovers - Consolidating accounts to achieve goals If any of these topics resonate with you, we need to talk! I grew up in beautiful Estes Park, Colorado where I found my passion for helping my community. I attended Colorado State University where I studied History and Political Science. During my time at CSU, I won the title of Miss Rodeo Colorado. I spent 2011 traveling and being an advocate for agriculture and rodeo across 14 states and Canada. After completing college, I decided I wanted to continue to help my community and extend my love for teaching. After moving to Texas in 2013, I taught in an elementary classroom for 9 years. I was part of our district professional development team where I wrote math curriculum. I have a passion for all things technology! My husband and I live north of Fort Worth and enjoy spending time with our daughter, dogs, cats, and horse. We love the hospitality of our community. While working for the school district, I enjoyed being a sponsor for our High School Rodeo Team. I still enjoy helping young women achieve their rodeo queen dreams while building life long skills including public speaking, time management, and interview skills. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Kellsie Simons currently works in the Edward Jones |

No Languages Available

Kellsie Simons has prior
experience in the following industries:
Northwest Isd | Lewisville Isd | Ellen Ochoa Stem Academy At Milam Elementary School | Miss Rodeo Colorado Organization

Kellsie Simons has the following professional experience:
Edward Jones | Northwest Isd | Lewisville Isd | Ellen Ochoa Stem Academy At Milam Elementary School | Miss Rodeo Colorado Organization