Since our founding in 1999, we concentrated our focus on enabling and encouraging clients to embrace the mindset of faithful stewardship, and as such, our approach to wealth management is making a lasting and eternal impact on the lives of our clients, their families, and the world. We use a highly consultative process to define each client’s values, relationships, and goals to maximize the longevity of their assets through investment optimization, tax efficiency, asset protection, estate planning and charitable gifting. We are a true multi-family office applying technical experience and biblical wisdom to each family’s unique situation to help families make wise financial decisions and leave a lasting legacy. Our passion is navigating life with each family we serve as they seek to steward resources for Kingdom impact. Being an independent wealth advisor allows us to align our motivations to advance the goals of the families we serve.
We are the one-stop shop. We coordinate with the estate attorneys, charitable giving experts, perform investment due diligence, have the in-house tax preparation, and perform other multi-family office services to simplify your life and ensure everyone is focused on your goals. We take charge of managing the details so you don’t have to be worried about what you do not know. With the ever growing complexities of the world, you can rest assured that Schubert & Company is closely watching the details and striving to provide you and your family peace of mind.
The Schubert & Company Team
Kelley Schubert, CPA, CFP®
Kelley founded Schubert & Company in 1999 after gaining 11 years of experience in public accounting serving the investment and tax needs of successful families. Kelley has over 22 years of experience in oil and gas operations, and is an oil and gas tax and investment professional. Kelley is licensed as both a Certified Public Accountant and a Certified Financial Planner™. Kelley is a 1988 graduate of Abilene Christian University. Kelley is married to Robin and they have a son, Westley who is a graduate of Oklahoma University. Kelley enjoys golf, basketball (coaching or playing), teaching (theology and history), and helping people see and understand new ways to think about stewarding resources for Kingdom purposes.
Kevin Nelson, CPA, CFP®
Kevin, Partner, has been with Schubert & Company, Inc. as a Family Wealth Advisor since November of 2006. He has over fifteen years of experience in financial planning and wealth management in addition to over four years in public and corporate accounting. Kevin is currently licensed as both a Certified Public Accountant and a Certified Financial Planner™. His passion is to serve the financial needs of individuals and make a difference in their lives. Kevin earned a BBA degree in Accounting and Finance and a Master of Accountancy degree from Abilene Christian University. Kevin enjoys spending time with his wife Emily and their two children, Grace and Caleb. He is involved in his church and enjoys playing golf, running, and other outdoor sports.
Cole McClellan, CPA
Cole, Partner, joined Schubert & Company in April of 2021. Previously, Cole spent four years with Price Waterhouse Coopers in their Deals Advisory group helping clients navigate complex transactions. Cole graduated from Abilene Christian University in 2017 with a Master’s degree in Accounting and obtained his CPA. Cole lives in Allen, Texas with his wife Greta and three daughters, Kimberly, Christine and Bethany. He enjoys spending time with family, fishing, snow skiing, and being outdoors.
Beth Livingston, CPA
Beth, Tax Director, works for Kelley J. Schubert, P.C. our related Public Accounting Firm. She is an income tax mitigation specialist and responsible for all accounting and tax matters for Schubert & Company clients. Beth began working with Kelley in July of 2001. Beth holds a Masters degree in Accounting from the University of North Texas, is a licensed CPA, and a member of the American Institute of Certified Public Accountants. Beth lives in Frisco with her husband Jeff. She has four adult children and four granddaughters. Beth is involved in her church and enjoys reading, shopping, and spending time with family and friends.
Jonela Wells, CPA, CGMA
Jonela Wells, Tax Director, joined the firm in January 2024. She is licensed as a Certified Public Accountant and Chartered Global Management Accountant and is a member of the Texas Society of CPAs and AICPA. Jonela graduated Summa Cum Laude from the University of Texas at Tyler and got her master’s degree in taxation from the University of Texas at Dallas. She has over 18 years of tax preparation and planning experience and has served clients in closely held businesses and high net worth individuals in a variety of industries such as manufacturing, investment partnerships, family office, real estate, medical, FLPs, and trusts. Jonela lives in Frisco, TX with her husband Chris and two daughters Adriana and Nikola. She enjoys spending time with family and friends, dancing, shopping, and traveling.
Kathryn Atkins, MBA
Kathryn, Estate Planning & Charitable Giving Strategist, began working with the Schubert & Company team in November 2017 as a client service specialist. She graduated from Rice University with a BS in Electrical Engineering and Computer Science and later graduated from the University of Dallas with an MBA in Personal Finance. Kathryn’s career covers working for E-Systems, Northwestern Mutual Life, and as a teacher of Personal Finance at Lucas Christian Academy. Kathryn and her husband Chris live in Fairview, Texas. They have three adult children, Bryan, Hunter, and Rebecca. Kathryn currently enjoys learning about health and wellness and spending time with family and friends.
Garrett Williams, CFP®
Garrett, Senior Wealth Advisor, joined Schubert & Company in January of 2023. After graduating from Texas A&M University in May of 2021 with a B.S. in Agricultural Business and minor in Financial Planning, he began his career as a financial advisor at a small Registered Investment Advisor. He successfully completed the CFP® exam in July of 2022. Garrett lives in Allen, TX with his miniature goldendoodle, Vivian. He enjoys Aggie football, golfing, and spending time with friends.
Mike Butler, MBA, CPA (Inactive)
Mike joined Schubert & Company as an Operations Specialist in November of 2022. His career started in public accounting after graduating from Loyola Marymount University with a B.S. in Accounting. Mike had Cash Management and Treasury roles after earning an MBA in Finance from the University of Colorado in Boulder. He then transitioned into Operational Reporting and Project Management at Securitas Security Services, USA. Mike lives in Frisco, Texas with his wife Allison and their two daughters. He played rugby at Loyola and enjoys traveling, hiking and reading.