Kelly is a tax partner with over 13 years of professional experience, including nine years in public accounting. She has extensive individual, estate, gift, and trust tax consulting and compliance experience, focusing specifically on serving family offices, high-net-worth private clients, and multigenerational families.
The University of Texas at Austin, Master of Business Administration in Accounting
The University of Texas at Austin, Bachelor of Business Administration in Accounting - Business Honors Program
American Institute of Certified Public Accountants
Houston Estate and Tax Forum
Texas Society of CPAs