Kelly holds the CFP®, ChFC, & EA professional designations and enjoys providing customized financial planning advice to her clients by first understanding their individual goals. She has been a tax advisor since 1994 and has been providing financial planning services since 1997.
Kelly earned her Bachelor of Science from Cornell University and her MBA in Finance and Accounting from St. Bonaventure University.
Kelly is frequent speaker to community groups on the topics of taxes and financial planning and is also a national instructor for a professional organization providing continuing education to other tax and financial planning professionals. She is a member of the National Association of Tax Professionals, Financial Planning Association, and the National Association of Enrolled Agents.
She is on the boards of several local non-profits organizations and lives in Allegany with her husband Jim.