Kelly is the managing partner of the Seattle market, as well as a partner in Baker Tilly’s tax practice.
Kelly collaborates with clients and their advisors on multi-generational wealth planning. She provides them with a range of services, including strategic tax and estate planning, family office, family meeting facilitation, business and fiduciary tax compliance, succession planning and business consulting.
She develops and maintains an overall plan for the family while preserving harmony among family members and across the generations.
Bachelor of Arts in business administration/accounting (cum laude)
University of Washington