Kelly has been preparing taxes since 1994 and became an enrolled agent in 1999. She is a CFP®, is series 7, 63 and insurance licensed. She is the director of training for a large franchise and is affiliated with HD Vest. She provides tax and financial planning services to approximately 350 clients annually and has been teaching tax and financial planning topics to other professionals since 1999. Kelly has her BS from Cornell University and her MBA from St. Bonaventure University. She is on the board of directors and education committee for the NYS NATP chapter; is a member of NATP and The Financial Planning Association; and is the treasurer of a local non-profit organization. She lives in Western NY with her husband Jim.