Kelly Reese, EA

Kelly joined the Wheeler Financial team in 2009 and currently serves as the accounting manager. Kelly brings to the firm over 28 years of accounting experience, with her knowledge in monthly accounting, bank reconciliations, financial statements, payroll, accounts receivable and payable, client sales tax, and tax season preparations.* Her true passion is accounting, always searching for a new challenge. Kelly even completed her accounting degree while with Wheeler Financial Solutions and is well on her way to achieving her set goal of becoming a CPA.

During her time with Wheeler Financial, she has had a hand in almost every aspect of the organization. Kelly is a major asset to the firm, adding her detailed experience. But where you will see her shine is how she constantly puts both the client’s and the company’s needs first, making our team approach superior with client support.

Kelly and her husband, Jeff, are Texas natives but have called Lexington home for the past nine years with their three children. She is an avid reader, finishing at least three books a week. Kelly also enjoys watching sports and cooking, particularly Mexican cuisine.