Kelly has been preparing taxes since 1994 and became an enrolled agent in 1999. She is a CFP®, series 7 and 63 licensed, as well as insurance licensed. She is the director of training for a large H&R Block Franchise and is affiliated with HD Vest. She provides tax and financial planning services to approximately 350 clients annually. She has her BS from Cornell University and her MBA from St Bonaventure University. She has been teaching tax and financial planning topics to other professionals for the past 15 years. Kelly is a board member and education committee member for the NYS NATP chapter. She lives in Allegany NY with her husband Jim.