Kellie is a Senior Manager in the Meadville, Pennsylvania office of HBK. She has over two decades of experience in public accounting and business consulting. She joined HBK in 1997. Kellie is experienced in tax planning and business consulting for closely held businesses in a wide range of industries with a specific concentration in agriculture, construction, and forestry. Kellie has expertise in helping clients avoid unnecessary taxes through detailed cash-flow forecasting, extensive tax planning, and personalized financial consulting. In addition to working with owners and operators of such businesses, she also works closely with many individual clients to help them strategically plan for the future. Kellie is a member of HBK’s Construction Solutions group.
- BS in Accounting, Gannon University
- Associate of Arts in Paralegal Science, Gannon University
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, Pennsylvania Institute of Certified Public Accounts (PICPA)
- Past Member, Pennsylvania Independent Oil and Gas Association (2006-2016)
- Past Member, PICPA Marcellus Shale Committee (2010-2016)
- Past Member, PICPA Speakers Bureau Committee
- Past Member, Forest Landowners Association (2002-2015)
- Past Member, Athena PowerLink Advisory Panel Member