Kelly O’Shea joined Legacy in 2014 as a Client Representative before transitioning into our tax department. Kelly has 28 years total of administrative experience and has spent the last 4 years in tax and estate planning. Kelly earned a bachelor’s degree in Business Administration and Human Resources from the University of Wisconsin – Oshkosh and holds the Certified Trust and Fiduciary Advisor (CTFA) designation.
Kelly is a Wisconsin native and currently lives in Appleton with her husband. Together they have two adult children. Kelly enjoys the outdoors and loves to read, volunteer at her church, and get together with friends and family over coffee.