Kelsey Mullen

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Lockhart, TX 78644

Credentials

Series 66

Industry experience

< 1 year

Expertise

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2025 - Present (1 year)

Gigpro+Qwick

2025 - Present (1 year)

Atrium Hospitality dba Embassy Suites by Hilton

2023 - 2025 (2 years)

Dam Red Barn

2023 - 2023 (1 year)

Qwick

2023 - 2025 (2 years)

Carter Hospitality

2021 - 2023 (2 years)

H-E-B

2021 - 2021 (1 year)

Rudy's Texas Bar-B-Q

2021 - 2021 (1 year)

Rhodes & Lang Consulting dba Buy the Glass Wine Bar and Lounge

2021 - 2021 (1 year)

Historic Hill House and Farm

2020 - 2021 (1 year)

Carter Hospitality

2020 - 2020 (1 year)

Doordash

2020 - Present (6 years)

Unemployed

2020 - 2020 (1 year)

Kuhlman Cellars

2020 - 2020 (1 year)

Texas A&M University

2016 - 2019 (3 years)

Claudia Taylor Johnson High School

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Zach B

CFP®

Kyle, TX

Barton Financial Group LLC

Zachary Barton, CFP® is the Founder and Owner of Barton Financial Group LLC, where he operates as the lead CERTIFIED FINANCIAL PLANNER™. For over 10 years, Zach has helped clients find financial peace of mind by coaching clients through the process of organizing and simplifying their finances. Zach specializes in working with Attorneys, though his clients also include Tech Executives, Business Owners, Doctors, Engineers, and Retirees. Zach attended the University of Texas for Spanish and Plan II Honors and graduated as a member of the Phi Kappa Phi Honor Society. He later attended the American College of Financial Services. Zach and his wife, Carly, both began their careers in Lubbock, TX where Carly attended Law school. In the fall of 2017, Zach and Carly decided it was time to return home to Central Texas to be closer to the original Barton family land that has been in the family since 1854. Zach founded Barton Financial Group LLC so that he could focus on helping clients as a Fiduciary with Financial Planning and Investments. Carly works as an Attorney in nearby Dripping Springs. Zach and Carly Live in Kyle, Texas with their children Clark and Lexi. Zach is the fourth generation in his family to own a business on Center Street in Kyle. When not working with clients or chasing kids around, Zach volunteers frequently with the Lions Club, and plays soccer on the weekends. Zach is a member of XY Planning Network (XYPN), active in the Buda Lions Club, and Co-Owner of Word Place Properties mixed-use real estate development.

Attorney Doctor or Medical Professional

Julio C

Series 66

Kyle, TX

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Hispanic/Latino/Latinx Religious/faith focused

Brian W

Series 66

Lockhart, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management Inheritance planning

Jason D

CFP®, Series 66

San Marcos, TX

Edward Jones

Retirement income strategy Wealth management Founder/Business Owner

Matthew Z

Series 66

San Marcos, TX

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Cody D

Series 63, Series 66

San Marcos, TX

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy
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