Kelly knows that for high-net-worth families and family offices, tax planning is not just about compliance—it’s about preserving and growing wealth across generations. With over fifteen years of professional experience, including eleven years in public accounting, Kelly serves as a trusted tax partner for private clients navigating complex financial and estate landscapes.
While her foundation is built on deep expertise in individual, estate, gift, and trust taxation, Kelly’s true value lies in her ability to align tax strategy with long-term family and business objectives. She specializes in serving family offices, multigenerational families, and high-net-worth clients, with additional experience in the real estate and energy sectors.
Areas of Impact:
- Private Client Tax Strategy: Federal and state tax compliance and planning for individuals, estates, trusts, and gifts.
- Family Office Advisory: Integrated tax consulting tailored to complex ownership structures and multigenerational wealth.
- Industry Breadth: Experience advising clients across family office, real estate, and energy sectors.
Kelly earned both her Bachelor of Business Administration in Accounting and Master of Business Administration in Accounting through the Business Honors Program at The University of Texas at Austin. She is actively involved in the profession through her affiliations with the American Institute of Certified Public Accountants, the Houston Estate and Financial Forum, and the Texas Society of CPAs.
