15443 Knoll Trail Drive,
Kelly Kunst, CFP® is the founder and CEO of Fiscal Harmony. Raised in a family of entrepreneurs, Kelly believes small businesses are essential for building strong communities. Having learned much about enterprise from the successes and failures of her grandfather, a poultry farmer who got his start during the Great Depression, Kelly is especially attuned to the needs of business owners and those who work for themselves. She is passionate about helping entrepreneurs and individuals build on their successes and avoid mistakes that derail many high income individuals from achieving their goals. Her comprehensive approach addresses complex financial, business and tax situations that require multidimensional solutions.
As a Certified Financial Planner and investment advisor representative, Kelly is a fiduciary. This means she is required by law to act in the best interest of her clients both legally and ethically, putting their interests ahead of her own.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. Kelly achieved CFP certification in 2014 and was named a Texas Monthly Five Star Wealth Manager for 2019-2023, on the Berthel Fisher Executive Council in 2019 & 2020, and Berthel Fisher Presidents Club 2021 & 2022. Business Navigators Servant Leader Award recipient-2022, and Goldman Sachs 10,000 Small Businesses Alumni.
Read her thoughts on our monthly blog.
Born and raised in Dallas, TX, David graduated with a Bachelor of Business Administration in Energy Commerce from Texas Tech University, where he was also the captain of the drumline. David has worked as a consultant and analyst in the oil and gas industry, as well as in the music industry and in tax consulting. Prior to joining the team, he was an investment analyst at a private family office. David resides in Little Elm with his wife Rachel, daughter McKenna, and his lab/shepherd mix Gibbs. He enjoys playing guitar and spending time with his family.