KELLY SCULPHER

Guiding your financial journey with clarity and confidence

Based in North Dallas, I help businesses, individuals and families take control of their financial future at every stage of life. Whether you're planning for retirement, trying to minimize taxes, reducing debt or protecting what matters most, your goals are at the center of everything we do.

My mission is simple: to empower you with the guidance, tools and support that can help you move forward with confidence.

I offer comprehensive financial planning for business owners. Whether you're just starting out, navigating life changes or planning for tomorrow, a financial plan can help you make more informed and confident decisions. We are here to help you stay on track and adapt as life and your business evolve. We also collaborate closely with your CPA or attorney to help ensure your financial, tax and estate strategies work together seamlessly, including addressing protection needs.

A global financial background, rooted in Texas

My career began on Park Avenue in New York City and expanded internationally in London’s financial district. Today, I’m proud to serve clients here in Texas, where my husband, Christian, and I are raising our three children. I also serve clients throughout the U.S.

To meet your needs, we offer flexible appointment options, including in-person meetings, phone consultations or virtual web conferencing. Our office is conveniently located on the Dallas Parkway.

Beyond my work with clients, I serve as a key leader in my region within Edward Jones and a former culture and compliance leader. I’m a public speaker for the Alzheimer’s Association and an active participant in the Dallas Walk to End Alzheimer's®. I hold the Accredited Asset Management Specialist™, or AAMS® designation and serve this community in several ways: active in our HOA, an involved PTA member and a proud member of IAMPETH (International Association of Master Penmen, Engrossers and Teachers of Handwriting).

I invite you to join us at the Château for a cup of coffee and a conversation about your financial future. It would be a privilege to help you pursue what matters most.

Guiding your financial journey with clarity and confidence

Based in North Dallas, I help businesses, individuals and families take control of their financial future at every stage of life. Whether you're planning for retirement, trying to minimize taxes, reducing debt or protecting what matters most, your goals are at the center of everything we do.

My mission is simple: to empower you with the guidance, tools and support that can help you move forward with confidence.

I offer comprehensive financial planning for business owners. Whether you're just starting out, navigating life changes or planning for tomorrow, a financial plan can help you make more informed and confident decisions. We are here to help you stay on track and adapt as life and your business evolve. We also collaborate closely with your CPA or attorney to help ensure your financial, tax and estate strategies work together seamlessly, including addressing protection needs.

A global financial background, rooted in Texas

My career began on Park Avenue in New York City and expanded internationally in London’s financial district. Today, I’m proud to serve clients here in Texas, where my husband, Christian, and I are raising our three children. I also serve clients throughout the U.S.

To meet your needs, we offer flexible appointment options, including in-person meetings, phone consultations or virtual web conferencing. Our office is conveniently located on the Dallas Parkway.

Beyond my work with clients, I serve as a key leader in my region within Edward Jones and a former culture and compliance leader. I’m a public speaker for the Alzheimer’s Association and an active participant in the Dallas Walk to End Alzheimer's®. I hold the Accredited Asset Management Specialist™, or AAMS® designation and serve this community in several ways: active in our HOA, an involved PTA member and a proud member of IAMPETH (International Association of Master Penmen, Engrossers and Teachers of Handwriting).

I invite you to join us at the Château for a cup of coffee and a conversation about your financial future. It would be a privilege to help you pursue what matters most.