Company

KellMoore & Associates, LLC.

Insurance And Employee Benefit Funds 8411 Preston Rd 5 employees

Employees: 5
Contacts: 3
Emails: 3
Phones: 2

kellmoore.com LinkedIn

KellMoore & Associates, LLC. Overview

Headquarters: 8411 Preston Rd
Website: kellmoore.com
Industry: Insurance And Employee Benefit Funds
Employees: 5
Founded: 2023
NAICS: Insurance and Employee Benefit Funds

Health and Welfare Funds

Other Insurance Funds

Keywords

Executive Benefits Succession Planning Board Education

About KellMoore & Associates, LLC.

Our company has educated boards, nationwide, on strategies for succession planning, including attracting, retaining, and rewarding their executives and future leaders. We seek to understand the culture and goals of the credit union and then design plans that balance the needs of the credit union with the unique desires of the executives. A well-balanced plan should include the needs of today along with being fiscally responsible into the future.

KellMoore & Associates, LLC. Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

KellMoore & Associates, LLC. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Tyler Moore	Principal	Forney, Texas, United States	Email
Andrea Berta	Financial Planning Analyst, Certified		View
Kimberly Hodges	Kellmoore	San Antonio, Texas, United States	Email Phone
Maria Kell, Cfp®	Principal at Kellmoore & Associates, Llc	Dallas, Texas, United States	Email Phone

Employees by Management Level

Senior / Lead 2 profiles

Individual contributor 2 profiles

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