About Kelly
As a Senior Director of Family Office Services and Business Management, Kelly brings over 30 years of experience in the finance and tax industry. She leads the Financial Management Services division and a team of financial professionals who provide controller/CFO and strategic accounting and finance functions for businesses and non-profit organizations. As a tax specialist, she prepares tax returns and oversees tax compliance.
Kelly enjoys managing the financial details so her clients can focus on growing their businesses and serving their own clients. Her solutions-based approach provides creative, cost-effective results that enable companies to thrive at what they do.
Kelly served as the Director of Financial Management Services at Bridgewater Wealth & Financial Management prior to merging with Focus Partners at end of 2017. Prior to that she was the firm’s administrator and controller.
In her spare time, Kelly enjoys spending time with her two children and family enjoying outdoor activities at the beach or in the mountains.
As a Senior Director of Family Office Services and Business Management, Kelly brings over 30 years of experience in the finance and tax industry. She leads the Financial Management Services division and a team of financial professionals who provide controller/CFO and strategic accounting and finance functions for businesses and non-profit organizations. As a tax specialist, she prepares tax returns and oversees tax compliance.
Kelly enjoys managing the financial details so her clients can focus on growing their businesses and serving their own clients. Her solutions-based approach provides creative, cost-effective results that enable companies to thrive at what they do.
Kelly served as the Director of Financial Management Services at Bridgewater Wealth & Financial Management prior to merging with Focus Partners at end of 2017. Prior to that she was the firm’s administrator and controller.
In her spare time, Kelly enjoys spending time with her two children and family enjoying outdoor activities at the beach or in the mountains.