The KPA Team
Kirkby, Phelan & Associates has assembled a team of experienced professionals to meet all of our clients’ needs, from tax planning and business accounting to financial planning and wealth management. Our partners average more than 25 years’ experience in serving clients. We take pride in understanding our clients’ needs and providing them with superior service and financial guidance. We understand that our clients are busy, and our priority to be accessible and responsive means you can always reach someone who is available to answer your questions and attend to your needs.
Kevin brings over 28 years of diverse tax, financial and business consulting. He enjoys the challenge of identifying and solving problems and listening to the needs of clients. He is a licensed CPA, Registered Investment Advisor and...
Mary Beth’s primary responsibilities are working with clients to articulate, plan and implement their financial goals. This is accomplished thru tax planning and preparation, financial planning and asset management. She is a...
David is a partner of Kirkby, Phelan and Associates, and has been in the financial services industry since 1991. He is a licensed investment adviser representative and branch office manager of LPL Financial, as well as a member of...
Angela comes to KPA with over 8 years in the Mortgage Industry. She joined our team in January 2017. She holds a Bachelor’s Degree in Finance. She looks forward to continue to learn more about the investment industry. She stays...
Jennifer joined the team in March 2021. Her primary responsibilities are creating, presenting, implementing and monitoring financial plans for our clients. She examines a client’s full financial situation to develop a plan that...