Kelly serves as a Partner, Senior Wealth Advisor for Crusonia Wealth. Kelly started his career in 1998 in the accounting industry and then ventured into the financial services industry in 2006 as a personal wealth advisor in order to expand his service offerings and practice.
During his career, he has operated a tax practice focusing on high-net-worth individuals and closely-held businesses, and was a Senior Tax Accountant and a Tax Manager for Deloitte & Touche, LLP in Denver prior to obtaining his CFP® certification. His experience in income tax planning and compliance, small business consulting, estate planning, and investment management allows him to deliver a comprehensive approach to his client’s financial needs. In addition to traditional financial planning services, Kelly offers tax planning and compliance services to his clients.
Kelly earned a B.S. Business degree in accounting from the University of Idaho, and a Master of Taxation degree from the University of Denver. He is a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants. Kelly enjoys cooking with his wife Patti, and outdoor recreation in the Colorado mountains with his three sons.
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