Kelli Patterson
New Client Onboarding Specialist
Favorite Quote
“No act of kindness, no matter how small is ever wasted” Aesop
Contact Kelli Patterson
Professional History
Kelli worked for a large CPA firm for over 8 years with over 2500 clients. She handled quarterly and annual payroll for over 85 clients, document management, scheduling and accounting. Kelli most recently worked for a pediatric occupational, physical and speech therapy clinic where she onboarded new patients and helped families obtain speech generating devices for their non-verbal children.
She is originally from Mississippi but also lived in Tennessee, Colorado, New Mexico and California. She moved to Arizona in 2010.
Who inspires me
Kelli is inspired by the faith and servant’s heart of her 92 year old Mamaw who lives in Mississippi. She taught Kelli the value of compassion, humility and helping others with grace. Her example has shaped the way Kelli lives life with a genuine desire to make a difference. Her grandmother still lives alone and walks at least 2 miles a day. Not to mention, her homemade buttermilk biscuits and mayhaw jelly taste so good it will make you want to lick your eyebrows.
Favorite Hobbies
Kelli took up running about a year ago and recently completed her first half marathon. She enjoys cooking for her family - they have Sunday Supper together every week. Kelli and her husband have played in a Fantasy Football League with their friends for over 10 years. They have two children and two Golden Retrievers...Charlie and Gus.
Favorite destination
Anywhere there is water
Why I love what I do:
Kelli loves what she does because it allows her to make a real difference in people’s lives. Helping clients isn’t just about solving problems or giving advice. It’s about building trust, understanding their goals and walking alongside them on their journey. It’s a privilege to be part of someone else’s growth and success.
