Michael Kelly, CPA

Wealth Advisor

Michael services client relationships in the areas of financial planning, estate planning, tax planning, and preparation.He is heavily involved in the firm’s tax practices, including planning and preparation.

Michael began his career with Heritage as a tax intern in 2020. During that time, he became familiar with the Heritage team and the ins and outs of tax season.

Michael graduated from Duquesne University with a B.S. in Business Administration and a Master of Accountancy.  He is a Certified Public Accountant (CPA).

Michael resides in Richmond, VA, and enjoys golfing and watching the Steelers.