Kellie serves as the partner-in-charge of CRI’s Corpus Christi office and works closely with individuals and small- to medium-sized business in all industries. She provides them with compliance services along with tax planning and consulting. She also has experience working with trust and estate services, offering tax compliance and planning services. Kellie’s clients truly appreciate her level of expertise, her timeliness, and her helpful communication throughout the entire year. She strives the deliver the best customer service to her clients and always be a friendly face they feel comfortable approaching with all of their questions.
Years of Experience
22
Education
The University of Texas at San Antonio, Bachelor’s
The University of Texas, Master’s
Professional & Civic Leadership
Treasurer for Coastal Bend Bays and Estuaries Program
Professional Credentials
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
Awards
- The Rotary Club Mentor of the Year (2018)
- TSCPA Rising Star (2017)
