Kelly Martinson, Tax Shareholder, began her career in 1994. She has established herself as a leader in the profession, recently serving as chair of the board of directors for the Nebraska Society of CPAs, demonstrating her commitment to advancing the accounting field.

Drawing on her deep understanding of both tax and employee benefit plan rules, Kelly helps clients build strong financial foundations that support their goals. She thrives on making sense of complex tax situations and designing benefit plan strategies that work in harmony with clients' broader financial picture. Kelly finds fulfillment in breaking down complicated concepts into actionable steps that empower her clients to make confident decisions about their future.

At Lutz, Kelly plays her position by seeing beyond just the numbers to understand how each piece of a client's financial life fits together. Her ability to connect tax planning with retirement and benefit strategies, while maintaining technical excellence, has made her a trusted advisor for clients.

Kelly lives in Bennington, NE, with her husband, Russell. Outside the office, she enjoys Pilates, golfing, and watching Husker volleyball.