LinkedIn | kelsey.meara@onedigital.com
Kelsey is a Manager for the firm’s Family Office division bringing a wealth of experience in managing financial operations for high-net-worth clients. Prior to joining KB Financial, Kelsey served as a controller for a single-family office where she oversaw all accounting processes, prepared and analyzed financial statements, and coordinated with external accountants and attorneys for tax reporting and estate planning activities. Prior to her Family Office experience Kelsey was a senior accountant for a start-up beverage company where she conducted balance sheet account reconciliations, prepared tax packages, managed accounts payable and receivable teams, and supported strategic mergers. She is a Certified Public Accountant and holds a B.S. in Accounting from Montclair State University. Kelsey is committed to delivering precise and timely financial management, ensuring compliance, and optimizing cash flow management for her clients.
Outside of work, Kelsey enjoys traveling, playing pickleball, and spending quality time with her family and friends.