Michael Kelly

Wealth Planning Associate

Michael assists Wealth Planners and Partners to service existing and new client relationships, emphasizing financial planning and estate planning. 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 currently a candidate to become a Certified Public Accountant, and his exams are underway.

Michael resides in Pittsburgh, PA, and enjoys golfing and watching the Steelers.