Senior Wealth Advisor
Kelly brings more than 20 years of experience in income tax planning and compliance, small business consulting, estate planning, and investment management. He operated a tax practice focusing on high-net-worth individuals and closely held businesses and was also a Tax Manager for Deloitte & Touche, LLP in Denver prior to joining Frontier.
“It’s incredibly rewarding to help clients achieve peace of mind while working through the financial planning process. Whether their goal is retirement security, college funding for children or grandchildren, or meeting charitable goals, being able to offer advice along each step of the way and being a resource to my clients keeps me invigorated each day to offer the best advice possible.”
Kelly earned a bachelor’s degree in business accounting from the University of Idaho, and a master’s degree in taxation from the University of Denver Graduate Tax Program.
He is a member of the Financial Planning Association, American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants. Kelly enjoys cooking with his wife Patti, wilderness recreation, and coaching and playing hockey with his three sons.
Colorado CPA License #16850