At Sentinel Trust, Kelsey leads the delivery of investment, planning, fiduciary, administrative, and family office services for a select group of clients.
Kelsey joined Sentinel Trust in 2020 from a Houston-based boutique law firm where she practiced in the areas of real estate, corporate law, and estate planning, focusing on drafting planning documents as well as probate and guardianship matters. Prior to that, Kelsey practiced real estate and corporate law including litigation and transactional work.
Kelsey is active with her college and law school alumni networks.
Professional Background:
- Associate Attorney, Romano & Sumner, PLLC, Houston, TX (2018–2020)
Responsibilities included complete estate planning for clients, drafting documents for real estate acquisitions, corporate transactions, and related transaction documents, and handling probate and guardianship matters.
- Associate Attorney, Cokinos | Young, Houston, TX (2016–2018)
Responsibilities included researching, drafting, and reviewing real estate transaction-related documents; drafting and negotiating various real estate documents; advising on business entity selection and formation; and preparing, filing, and arguing litigation-related materials related to contract disputes.
Professional Organizations:
- State Bar of Texas, Member
- Real Estate, Probate, and Trust Law Section 2020-2021 Leadership Academy, Member
Community Involvement:
- Houston Livestock Show and Rodeo, International Committee Member
- RaiseUp Families, Board of Directors Member
On Watch – May 2023
The latest edition of On Watch is now available for download. This issue features articles about Roth IRA strategy, long-term care insurance, and what to expect when buying a condo. Contributors to this issue are Brandon D. Harsell, CPA, Kelsey W. Gray, JD, Lissa S. Gangjee, JD, CFP®. To receive email alerts about future issues…
Sentinel Trust Announces the Promotion of New Vice President and Election of a New Shareholder
Sentinel Trust Company Announces the Promotion of New Vice President and Election of a New Shareholder
Sentinel Trust Announces New Hire Class of 2020
Sentinel Trust Company, LBA, one of the nation’s leading boutique wealth management firms and multi-family offices, is pleased to announce several new hires in response to continued organizational growth.
