In Seattle and the greater Pacific Northwest, we serve the unique and far-ranging needs of affluent families, closely held and family businesses, entrepreneurs and executives. Our approach blends traditional financial, tax and wealth planning services with innovative and enlightened strategies that help our clients to establish where they want to go and how to get there.
Managing partner, Kelly Nelson, is responsible for the management and strategic direction of Baker Tilly's presence throughout the Pacific Northwest. She leads a team of creative thinkers and skilled problem solvers who possess that valuable combination of both business and financial acumen along with a big-picture perspective on each client's business and personal financial situation.
Kelly herself specializes in multigenerational wealth planning and is well regarded for her work with affluent multigenerational families, family offices and family businesses as it relates to strategic tax and estate planning, retirement planning, tax compliance, succession planning and strategic business consulting.
We start each and every client relationship with one thing – listening. We get to know you, understand your needs and concerns, as well as the challenges and opportunities you face. Together, we bring your goals into focus and then we hit the ground running for youKelly Nelson, Managing partner