Kelley Schubert

Chief Executive Officer at Schubert & Co., Inc.

Consumer Services

Finance

Profile

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

Kelley Schubert active positions

Companies	Position	Start
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.	Chief Executive Officer	1998-12-31

All active positions of Kelley Schubert

Training of Kelley Schubert

Abilene Christian University

Undergraduate Degree

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Private companies	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