Advisory Board Member
Kelli is a VP of Advanced Markets at LPL Financial. She is a former estate planning attorney and CPA with over 25 years of experience.
She focuses on identifying opportunities to preserve assets for high net worth families including:
- Wealth Preservation and Transfer –Wealth Transfer and Trust planning, Charitable Giving, Asset Protection and Asset Repositioning
- Business Planning –Buy/Sell Arrangements, Business Succession Planning and Executive Compensation Arrangements
Kelli combines her technical strengths in sophisticated planning with the ability to translate complicated concepts into actionable ideas.
She received a BSBA in Accounting and Economics/Finance with honors from Missouri Southern State University, and a Juris Doctor with honors from the University of Minnesota Law School. She is a Certified Public Accountant (CPA).
Kelli is active in educational and community programs in the greater San Diego area.