Tax & Accounting Specialist Kelly Coughlin, CPA has joined the PLAN Tax Solutions team.
His extensive background in risk management, investment management and tax accounting adds breadth and depth to our team and services.
He has served at firms including PricewaterhouseCoopers (Coopers & Lybrand), Lloyds Bank and GlobalBridge. He is also the Chief Executive Officer of EverydayCPA and BankBosun.
Kelly earned his undergraduate degree (BA) from Gonzaga University and his MBA from Olin Graduate School of Business at Babson College in Wellesley.
In his free time, Kelly loves outdoor activities such as sailing and scuba diving. He says his biggest accomplishment in life was