Kellie Bass, AFA

Director of Financial Services

Kellie joined the practice in 2006 and serves as Director of Financial Services and Associate Financial Advisor. Working closely with investment clients, she plays an integral role in delivering a seamless client experience through investment management support, client onboarding, financial request processing, and day-to-day operational leadership.

Known for her attention to detail and commitment to service, Kellie helps clients navigate important financial decisions with confidence. She believes that empathy, responsiveness, and clear communication are essential to building lasting relationships and ensuring every client feels supported throughout their financial journey. By coordinating the many moving parts behind each strategy, she helps make complex financial matters feel more manageable and organized.

Kellie holds her Louisiana Life, Health, and Accident Insurance License, as well as FINRA Series 6, 63, and 65 registrations. She is also a commissioned Notary Public in the state of Louisiana.

Kellie lives in Baton Rouge with her rescue dog, Hazel. She is especially proud of her son, Anthony, who is studying Chemical Engineering at the University of Alabama on a full merit scholarship. Outside of work, she enjoys traveling, taking Lagree classes, exploring the world of bourbon, and taking golf lessons. Kellie is also proud to support Folds of Honor, an organization dedicated to providing educational scholarships to the families of America's fallen and disabled service members and first responders.