Our People
Individual and trust taxation, fiduciary income tax compliance, high-net-worth individual income tax planning, retirement planning
With over 15 years of experience in the tax industry, Kelsey joined Midwest Trust in 2026, with recent specialization in fiduciary income tax, estate and gift tax compliance, and tax reporting as tax manager at UMB Bank. Her background also includes experience in family office and public account environments, with a strong focus on complex federal and multi-state tax matters for a diverse client base providing strategic tax planning and consulting services.
BA, University of Central Missouri
Certified Public Accountant (CPA)
American Institute of Certified Public Accountants (AICPA), Member
