Kellie Masters - Staff Accountant

Kellie is a CPA candidate and holds a Masters in Accounting degree from the UNC Kenan-Flagler Business School. She has over twenty years of experience as a manager for a large investment services company in Pennsylvania before moving to Wake Forest. Since coming to NC, Kellie has managed a transfer agency for an investment company and a local tax office. She always enjoyed working with taxation issues and decided to make accounting her permanent career. Kellie works on tax returns for individuals, trusts, and small businesses. When she’s not at work or studying, Kellie spends her free time with her family, traveling, and reading.