Kelli is an Investment Advisor Representative of Alliance Wealth Strategies (AWS), a Registered Investment Advisory firm owned by Brown Edwards. In addition, she is a Partner of tax services in the Charleston office of Brown Edwards. Kelli has over 20 years of experience providing accounting, tax, and consulting services to individuals and privately-owned businesses.
Kelli also holds the Personal Financial Specialist (PFS) credential through the American Institute of Certified Public Accountants (AICPA). This credential reflects expertise in all areas of the planning process, professional responsibilities and disciplines that make up personal financial planning, including tax, estate, retirement, investments, and insurance planning as well as a few niche areas like employee benefits, education, and elder planning.
Kelli graduated from Marshall University with a Bachelor of Science degree in business administration with a concentration in accounting. She is a member of the AICPA, the West Virginia Society of CPAs, the Charleston Estate Planning Council, and the Charleston Chapter of the West Virginia Society of CPAs.