Steve Kelley has been named partner in RSM’s growing Madison office. RSM is a leading provider of audit, tax and consulting services focused on the middle market. Kelley provides wealth management services to business owners, senior executives and other high net worth investors. He offers insightful investment advice, creates financial plans to help clients realize their goals and helps clients organize their estate plans. He is a Certified Public Accountant, Certified Financial Planner and Certified Divorce Financial Analyst. He is a Registered Investment Advisor representative and holds various state insurance licenses. He is also active within the Madison community as a board member for Common Threads Family Resource Center and as a finance committee member for The Road Home.
Education: University of Wisconsin-Whitewater
RSM US LLP
8020 Excelsior Drive
Madison, WI 53717