Lori K. Kelley, CPA
Lori Kelley has been with the firm since 1994 and is a Member in the firm’s Tax Division. She concentrates on areas of income tax planning for businesses, individuals and tax-exempt organizations. She also advises regarding retirement and estate planning as well as business consulting. Lori resides in Fort Walton Beach, Florida with her husband.
Education
- Bachelor of Arts in Accounting
University of West Florida, Pensacola, FL
Professional Affiliations
- Accounting & Financial Women’s Alliance, Past National President (2017-18)
- Athena International Award Recipient, 2008
- Top 12 Business Women of 2009, Emerald Ladies Journal
- Florida Institute of Certified Public Accountants
- American Institute of Certified Public Accountants
Community Involvement
- Northwest Florida State College Board of Trustees, Past Chair
- Northwest Florida State College Foundation, Past President
- Niceville-Valparaiso Chamber of Commerce, Past Chair
- Walton County Chamber of Commerce, Past Chair
- Emerald Ladies Journal, Emerald Lady, June 2008
- 2001 Honorary Commander, 58th Fighter Squadron, Eglin Air Force Base
- 2024 Okaloosa County Women’s Hall of Fame, Business Leader Inductee
- SmartBank, Advisory Board
Ask Me About
- Tax planning and navigating through the tax code for your business and individual needs
- My love of all things baseball—from statistics and scoring the game to my goal of seeing a game in every MLB park in the country
- My interest in craft beer breweries
