J. Kelly Gallion
President of National Estate Services, LLP
Kelly Gallion, President of National Estate Services, L.L.P. has been assisting senior investors for the last 13 years. Mr. Gallion started his career as a property and casualty agent with Allstate and Prudential Insurance Companies and moved into advising individuals as an independent estate planner with Puritan Financial, Inc. After spending four years in the field he was promoted to serve as President of their estate planning division. After seven years with Puritan Financial, Inc. Mr. Gallion accepted a position as Vice-President of estate planning with CLA *USA, Inc for 3 and 1 /2 years until deciding to open his own estate planning company. Mr. Gallion is a Certified Estate Planning Professional through The Abts Institute for Estate Preservation (one of 1700 in the US), which includes IRA, Insurance Preservation Trust, and Transfers in Trust planning, Certified Annuity Counselor and Certified Senior Estate Planner.
Kelly offers publications of his Annuity Owner Opportunities, Avoid Mistakes in Buying Long-Term Care Insurance, Six Strategies to Help Retirees Reduce Taxes and Preserve Their Assets and IRA Distribution Mistakes and How to Avoid Them (And Cut Your Taxes on IRA Withdrawals). These easy to read books are suited for those clients who already own annuities or Long Term Care or who are considering purchasing annuities or Long Term Care, own an IRA or just want to cut their taxes.
Teresa Helton
Office Manager
Teresa Helton has served as the Office Manager at National Estate Service LLP for the past 10 years, bringing a decade of dedication, organizational excellence, and leadership to the firm. With a strong background in administrative operations and team coordination, Teresa plays a pivotal role in ensuring the smooth day-to-day functioning of the office. Her responsibilities span facilities management, vendor relations, scheduling, and supporting both staff and executive leadership.
Known for her reliability and proactive approach, Teresa has been instrumental in streamlining internal processes and fostering a collaborative work environment. Her commitment to operational efficiency and employee support has made her a trusted and respected figure within the organization.
Natasha Shovar
Administrative Assistant
Natasha joined National Estate Services LLP in August of 2024.
Natasha has been working as an administrative assistant for over fifteen years. She is experienced in managing operations, aiding other staff members and providing customer service.
Natasha has an Associate of Arts degree from Colling Community College and is working on her Bachelor’s degree. She lives in Euless with her husband, Phil and their cat, Nox.