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Kelly currently manages the day-to-day operations of our Commercial Accounts team. He has been with the company since 2021 and began as a Senior Account Executive. Throughout the year, he is tasked with traveling to industry trade shows to educate commercial building owners on the benefits of our services. He spends time with clients to walk them through the process and the savings that we provide.


Kelly is a Marine Corps Veteran with a background in tax and problem-solving. He spent 4 years in public accounting, focusing on corporate tax compliance and consulting. After leaving public, he transitioned to a career in Law Enforcement, where he honed his skills for customer service, negotiation, and problem-solving. He is very proud of his time as an officer, but he recognized that his passion for helping could be integrated with his expertise in taxes, and the two interests are what led him to a career at the National Tax Group.

When Kelly is not saving his clients money, he can be found at home with his wife and two daughters. They enjoy boating and tending to their small flock of chickens.

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