Kelli Jones, CEPA (Certified Exit Planning Advisor)

Accountant and CEPA (Certified Exit Planning Advisor)

Starting as an intern with KepnerCPA in 2014, I quickly moved up the ranks to Accountant. I had the advantage of obtaining “on-the-job” training while seeking my B.S. in Accounting at UT Dallas.

Some might think accounting is mundane; but I love the analytical work. I enjoy conquering accounting-world problems: aka “crunching numbers and taking names”!  I continue to expand my knowledge and aspire to reach the same level of expertise of my mentors, Kep and Abby.

When I have a break from my work responsibilities, I love taking road-trips and being outdoors. Whether it is kayaking, biking, hiking, or sipping mimosas on a patio with friends.