Kelly Ekwurzel
Life Coach, Public Speaker, and Enrolled Agent in Austin, TX
Kelly Ekwurzel is an energetic and compassionate person who knows her purpose in life is to help other people be the best they can be.
She is currently self employed at Dynamic Clarity Coaching as a life coach. Seasonally she also work with TurboTax preparing tax returns and acting as a “Financial Wilderness Guide” as Intuit calls us.
In a prior position she was Office Manager for two H&R Block locations, assisting clients and employees to get the best service while coaching for excellence. With her background as a former Certified Financial Planner, as well as an Enrolled Agent with the IRS, Kelly understands how to reach financial goals and the tax laws that can help her clients do the same.
In 1997, she founded CHP Financial Services, a Texas insurance agency initially focused to serve individuals and later specializing in Small Group Health insurance coverage and Long Term Care plans. In addition to professional insurance services, Kelly added income tax preparation and audit representation. Witnessing the growing need of the Boomer Generation, in 2010, Kelly devoted her time to providing exceptional service to her insurance clientele. Studying the Certified Senior Advisor courses help her to better understand and serve the needs of the Boomer population.
Kelly is available to present and share her knowledge on Reaching for your Goals, Insurance Planning and Home Based Businesses from a Tax view point. She also specializes in taxation for cryptocurrency.