Client relationships are based on open communication and trust.
Bio
Over 25 years of experience advising successful individuals, families, nonprofit organizations, and entrepreneur-owned businesses with their tax planning has enabled Kelly to understand a wide range of personal, business and not-for-profit tax and financial planning issues. She advises her clients on how to accomplish their goals with careful long-term planning, and puts open communication and trust at the forefront of her client relationships. Her clients know they can contact her any time, and she will provide the answers they need in a timely manner. Kelly is a proponent of improving coordination and collaboration among her clients and their advisors, to form a comprehensive plan that will help the client achieve their goals efficiently and effectively.
Kelly received her B.B.A. with honors from Texas A&M University and her MBA with concentrations in taxation and finance from the University of Texas at Dallas. She is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants (state and local chapters), and the Dallas Estate Planning Council. In addition, she has completed both basic and advanced collaborative interdisciplinary training, and is a member of the International Association of Collaborative Professionals and Collaborative Divorce Texas.
*Kelly holds her interest in the firm through KMG Operations PLLC
Experience
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
Dallas Estate Planning Council
Collaborative Divorce Texas
International Academy of Collaborative Professionals
University of Texas at Dallas
Texas A&M University