Kelly Tate

Kelly Tate is the Chief Financial Officer and Co-Founder at KTA Financial Services. She has a wealth of experience in the financial industry, including owning her own company, Kelly Tate CPA. Kelly previously worked as a Senior Tax Manager at Grant Milleret, CPA and has held various roles in finance and accounting throughout her career. She started as a Staff Accountant at Meyners + Company, where she gained experience in preparing individual and business tax returns. Kelly holds a BBA in Finance and Accounting from New Mexico State University.