Internal AccountantTAX REDUCTION PLANNING TAX SERVICES TAX, CONSULTING & ACCOUNTING SERVICES
Kelley earned her B.A. in Accounting and M.B.A. in Finance from Fairleigh Dickinson University and her graduate certificate in Forensic Accounting and Fraud Examination from Southern New Hampshire University.
While not in the office, Kelley enjoys traveling, baking and spending time with friends.
A BRIEF HISTORY
Kelley joined PFG in January in 2023 as an internal accountant. She previously worked in the finance department for a global insurance law firm as an Accounting Specialist and at a boutique real estate law firm as an Accounting Coordinator.*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Kelley is engaged, or continues to be engaged, to provide investment advisory services.