Kelly Nelson is the managing partner of the Seattle market as well as a tax partner in Baker Tilly’s private wealth practice. Kelly has more than 20 years of experience working closely with high-net-worth individuals, families, family offices and family businesses. Growing up in a large family herself, with more than 50 first cousins, Kelly acquired certain people and negotiation skills that she continues to use to help her clients achieve their goals. She learned to understand what moves or motivates people, how to support her family members in achieving their goals, and how to navigate distinct personalities, multiple generations and even difficult family dynamics.
Given Kelly’s love of her Mexican-American family and a natural empathy combined with a head for business, it’s no surprise that she chose to focus her career on supporting affluent multi-generational families, family offices and family businesses.