Kelly Perkins
Founder/Director
Kelly Perkins has 30 years of experience advising clients:
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Perkins Wealth Management – Managing Director (2012-Current)​
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RBC – SVP, Board Member Women’s Association of Financial Consultants (2009-2012)
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Citi/Morgan Stanley Smith Barney – SVP, Regional 401(k) and Annuity Specialist (1999-2009)
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Morgan Stanley – AVP, managing Training Partner (1995-1999)
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Bear Stearns – Vice President (1993 – 1995)​
Kelly holds Series 7, 31, 63, 66 securities registrations through LPL Financial, as well as being insurance licensed. She attended University of Alabama and The University of Texas at Austin. She is a sought-after speaker in the industry, as well as a panelist for Women Advisors Forum events, and 18-year lecturer at the SMU Cox School of Business.
Bob Johnson
Branch Operations Manager
With an impressive 27-year journey in the start-up world, Bob Johnson is a seasoned professional renowned for his expertise in building companies for cashflow and strategizing potential exits. His vast experience spans across diverse sectors, including residential and commercial lending, banking, real estate, insurance, media, and non-profit organizations.
A testament to his dedication and qualifications, Bob holds a prestigious mortgage lending license through the NMLS, illustrating his commitment to maintaining industry standards and regulations. Throughout his extensive career, Bob has been instrumental in providing financial solutions to over 27,000 families in the mortgage lending space, solidifying his position as an industry leader.
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Christopher Baker, AIF®
LPL Registered Sales Assistant
Christopher Baker has been in Finance for 8 years, joining our HP Wealth Partners team in 2022 when he relocated from his home state of Alabama. There he earned his Finance degree from Auburn University and worked for Merrill Lynch for the next 7 years. Chris holds Series 7 and 66 securities registrations through LPL Financial, as well as being insurance licensed.
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Chris employs a holistic approach to serving clients, believing that great communication is the key to understanding client needs. Helping clients get oriented in all aspects of implementing and maintaining retirement portfolios, Chris is interested in learning about clients' individual needs and is a patient, thorough guide.
Jennifer Johnson
Client Service Liaison
With an impressive 27-year career in the residential mortgage business, Jennifer has been a driving force alongside her husband and partner, Bob Johnson. Her journey in the industry is marked by a relentless commitment to excellence, leadership, and a passion for building lasting relationships.
As a dynamic leader, Jennifer has spearheaded marketing and sales efforts, setting a benchmark for the industry. Her ability to prospect new clients and foster thriving business-to-business referral partnerships has been instrumental in the growth and success of their mortgage business.
One of Jennifer's most remarkable contributions has been the nurturing of an extensive list of past clients through a blend of personal and digital marketing strategies.
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