Kelly Davis is the Director of Family Office Services at Vandenack Weaver Truhlsen where she is responsible for assisting clients in a variety of areas within the firm. Family Office Services, accounting for clients, income tax planning and income tax return preparation are just a few specialty areas in which she is involved.
Some of the things she is responsible for in her role include ensuring clients’ Family Office is created and maintained based on the needs of the family, and assisting clients to ensure all necessary steps are taken to preserve wealth and plan for succession. She oversees all coordinating events and builds client relationships.
Kelly is proud to announce that she recently completed a course of An Introduction to American Law from Penn Law. She offers over 20 years of experience in accounting, human resources, customer service, business licensing and tax. In addition, she has served as Controller to several private businesses. She is a member of The National Association of Enrolled Agents.
Passionate about her work, Kelly credits her success to dedication, drive and perseverance. She looks forward to connecting with likeminded professionals.
International Society of Female Professionals Member, Kelly Davis, can be found on the Association Directory, where she is looking forward to networking with you.