Kelli joined the firm in 2002 and was promoted to Partner in 2012. As part of Sandra McIlvain’s business succession plan, Kelli has now spent the last several years as managing partner along with Tasha Whiddon. With over 35 years of experience in the field of accounting, Kelli’s work background includes private industry and international public accounting, estates, trusts and new business formations. Kelli focuses on open communication with clients and continuing professional education to stay informed of tax regulations. She is passionate about helping clients strategically plan long-term goals for tax management and business success.

Kelli earned a BS in Accounting from Texas State University and has been a CPA since 1985. Kelli is a member of the  Texas Society of Public Accountants and the  American Institute of Certified Public Accountants.

Kelli is a past Treasurer on the Board of Directors of  Trinity Habitat for Humanity, an organization she is passionate about and for which she continues to volunteer. In her spare time, Kelli enjoys travel, reading and spending time outdoors.