Office: (480) 834-6030
Direct: (480) 610-1026
Problem solving is in Kelly’s DNA, and working on complex estates or estate plans puts a smile on her face. She genuinely enjoys interacting with families and helping them plan their futures.
As a Partner with Schmidt Westergard, she focuses on tax consulting and compliance related to tax-exempt organizations, fiduciary taxation, and high-net-worth individuals and their related entities, including estate and gift tax planning and compliance. Kelly holds a JD and LLM in Taxation and is an attorney licensed with the State Bar in AZ and CA. She is a board member and past president of the East Valley Estate Planning Council.
Married, with two small children, Kelly does not have much time to call her own. When she can steal a few moments, her activities of choice include riding motorcycles in the sand dunes, boating on Lake Mead, visiting her friends in CA and going to Disneyland.
“I cherish the relationships with our clients and I am passionate about helping them succeed, so helping clients navigate complex tax issues and restoring their peace of mind is incredibly rewarding.”