Alongside managing our practice as Chief Financial Officer and actively participating in our investment committee, Kellie prioritizes her role as a trusted financial advisor to our clients. Her objective is to guide clients through various strategies to help them achieve both their financial and personal goals.
Kellie is a natural people person who takes genuine pleasure in getting to know our clients and becoming a meaningful part of their lives. She considers each client a friend and derives great joy from learning about their unique stories and experiences.
Kellie's comprehensive educational background and extensive financial experience empower her to provide sound advice on a wide array of critical financial matters, including retirement planning, business sales, and rental property investments.
Leveraging her expertise as a Certified Public Accountant, Kellie effectively collaborates with our clients' CPAs on complex tax issues, while also educating and informing our clients about these matters. She is an Accredited Asset Management Specialist℠ and holds Series 7 and 66 securities licenses, as well as California life, accident, and health insurance licenses (#0N08511)."
Kellie previously worked at PricewaterhouseCoopers in San Francisco, specializing in federal corporate taxation for multibillion-dollar corporations. She collaborated with specialty groups in transfer pricing, international taxation, state and local taxation, and mergers and acquisitions to serve global clients.
She graduated from California Polytechnic San Luis Obispo, with a Bachelor of Science in business administration with a concentration in accounting, and a Master of Science in accounting with a specialization in taxation.
Kellie was born and raised in San Luis Obispo and now resides in Penn Valley, California, with her husband, Jonny, their son, Cooper, their daughter, Lainey, and their black lab, Ryder. In her free time, she enjoys camping, exploring new and familiar places, hiking, reading, and spending quality time with friends and family.
