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.
- Multigenerational wealth planning
- Strategic tax planning
- Estate planning
- Business and fiduciary tax compliance
- Family office services
- Family meeting facilitation
- Succession planning
- Family and closely held business consulting
- American Institute of Certified Public Accountants
- Washington Society of Certified Public Accountants
- Kitsap Estate Planning Council
- Harrison Medical Center, Past Chair
- Past Vice Chair, Harrison Medical Center Foundation
Location
Seattle, WA
Education
Bachelor of Arts in business administration/accounting (cum laude)
University of Washington