Profiel
Mr. Kelley J.
Schubert, CPA, is a President at Schubert & Co., Inc. Mr. Schubert founded the firm in 1999 after gaining over 11 years of experience in public accounting serving the investment and tax needs of successful families.
Mr. Schubert has over 10 years of experience in oil and gas operations, and is an oil and gas tax and investment professional.
He is a 1988 graduate of Abilene Christian University and is licensed as both a Certified Public Accountant and a Certified Financial Planner
Actieve functies van Kelley Schubert
| Bedrijven | Functie | Begin |
|---|---|---|
Schubert & Co., Inc.
 Schubert & Co., Inc. Investment ManagersFinance Schubert & Co., Inc. is an independent registered investment advisor and wealth management firm headquartered in McKinney, Texas. The firm was founded by Kelley J. Schubert in 1999. Schubert & Co. provides investment supervisory and management services, investment advice through consultations, and financial planning services to clients including individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Algemeen Directeur | 01-01-1999 |
Opleiding van Kelley Schubert
| Abilene Christian University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Schubert & Co., Inc.
Schubert & Co., Inc. Investment ManagersFinance Schubert & Co., Inc. is an independent registered investment advisor and wealth management firm headquartered in McKinney, Texas. The firm was founded by Kelley J. Schubert in 1999. Schubert & Co. provides investment supervisory and management services, investment advice through consultations, and financial planning services to clients including individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
