Kelley serves as a Financial Planner at BT Wealth Management. He is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and is responsible for serving clients through comprehensive financial planning and relationship management.
Kelley joined BT Wealth Management in 2018 bringing experience in high-net-worth, trust and estate taxation. Kelley began his career with Bennett Thrasher where he specialized in serving high-net-worth clients with income tax compliance, tax and estate planning, and consulting to resolve complex tax issues.
Kelley is a Certified Public Accountant. He graduated from Georgia College & State University earning a Bachelor of Arts in Business Administration as well as a Masters of Accountancy. He is a member of the American Institute of Certified Public Accountants and the Georgia Society of CPAs. In his free time, Kelley enjoys spending time with family and friends, Atlanta Braves baseball, and college football season.