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 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 ATVs, boating on Lake Mead, camping with friends and visiting 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.”