ABOUT Kelley

Kelley brings strong analytical skills and a meticulous approach to her role at Omni. She holds a B.A. in Accounting and an M.B.A. in Finance from Fairleigh Dickinson University, as well as a graduate certificate in Forensic Accounting and Fraud Examination from Southern New Hampshire University. Kelley’s educational background, combined with her experience across multiple areas of accounting, enables her to support the firm with accuracy, consistency, and a deep understanding of financial operations.

Outside of the office, Kelley enjoys traveling, baking, and spending quality time with friends.

A BRIEF HISTORY

Kelley joined Omni in 2023 as an internal accountant, bringing with her a solid foundation in corporate and legal accounting. Prior to joining the firm, she worked in the finance department of a global insurance law firm as an Accounting Specialist and previously served as an Accounting Coordinator for a boutique real estate law firm. Her exposure to diverse financial environments—ranging from large international operations to specialized professional services—has equipped her with a broad skill set and a practical, detail-driven perspective.

Kelley’s commitment to accuracy and her ability to adapt to complex accounting needs make her a valued member of the Omni team.

*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.

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