Kelly Davis
Staff Accountant
 

 

Kelly brings extensive tax and accounting experience and a degree in Accounting to the TrueWealth Team. She enjoys building relationships with clients and helping them navigate financial matters with care, accuracy, and attention to detail. Kelly is passionate for helping clients understand tax matters, answering their questions, and making the tax process as stress-free as possible.

 

Kelly and her husband, Karl, have three children, Alexa, Levi, and Katie. When not at work, Kelly enjoys spending time with family and taking advantage of the outdoors through walks, bicycling, and camping.

 

Kelly joined the TrueWealth team in June 2026 and works in the Omaha office. 

 

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