WHO WE ARE
Staff Profile
Education
• The University of Southern Mississippi
Bachelor of Business Administration with an emphasis in Finance
Professional Affiliations/Honors (Present and Past)
• American Society of Pension Plan Professionals & Actuaries specializing
Work Experience
• GranthamPoole (2013 – 2017; 2019 – Present), Employee Benefits Manager
• Trustmark Wealth Management (2017-2019)
• ACS Student Loan Servicing, A Xerox Company (1999 – 2013)
Practice Areas
• Employee Benefits
Industry Specialization
• Defined Contribution Retirement Plans, administration, and IRS-EBSA compliance
• 403(b) and Welfare Plans
• IRAs, SEPs, and Simple Plans
Civic/Community Involvement (Present and Past)
• Member of Madison United Methodist Church
• Ridgeland High School Band Booster Board Member
• Ridgeland High School PTO Board Member
Personal
Kelly Ann and her husband, Michael, have two children, Taylor and Annalise. In her spare time, she enjoys traveling, USM sports, reading and spending time with family and friends.
ABOUT US
GranthamPoole, one of Mississippi’s largest regional accounting firms with offices in Metro Jackson, Oxford, and Hattiesburg, uses focused-industry experience to customize solutions for your financial life. Discover how we can problem-solve with your needs in mind.
SERVICES
