Broker Check

The KPA Team

Kirkby, Phelan & Associates has assembled a team of experienced professionals to meet all of our clients’ needs, from tax planning and business accounting to financial planning and wealth management. Our partners average more than 25 years’ experience in serving clients. We take pride in understanding our clients’ needs and providing them with superior service and financial guidance. We understand that our clients are busy, and our priority to be accessible and responsive means you can always reach someone who is available to answer your questions and attend to your needs.

Kevin brings over 28 years of diverse tax, financial and business consulting. He enjoys the challenge of identifying and solving problems and listening to the needs of clients. He is a licensed CPA, Registered Investment Advisor and...

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Mary Beth’s primary responsibilities are working with clients to articulate, plan and implement their financial goals. This is accomplished thru tax planning and preparation, financial planning and asset management. She is a...

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Nancy has over 35 years of experience in accounting. She works closely with her clients to provide the most accurate preparation and tax planning. In her spare time she enjoys traveling, spending time with her grandkids, family and...

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David is a partner of Kirkby, Phelan and Associates, and has been in the financial services industry since 1991. He is a licensed investment adviser representative and branch office manager of LPL Financial, as well as a member of...

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Ann has over 25 years in the areas of accounting, tax and consulting services. She enjoys meeting with clients to assist them with their personal and business goals. In addition, Ann works with clients and attorneys for estate, trust...

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Kim Carli

Accountant Assistant



Kim is our QuickBooks specialist, desktop and online. She process monthly, quarterly and yearly payroll and sales taxes. She brings over 12 years of experience to KPA and has been with us for 5 years. She enjoys meeting with the...

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Terry joined KPA in December 2013 and has over 40 years of experience as an Accountant preparing business and personal income tax returns, Accounting and payroll. He is enrolled to practice before IRS. Terry enjoys camping, gardening,...

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Angela Nitti

Client Services Associate



Angela comes to KPA with over 8 years in the Mortgage Industry. She joined our team in January 2017. She holds a Bachelor’s Degree in Finance. She looks forward to continue to learn more about the investment industry. She stays...

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Diane joined KPA in January 2018 and has over 11 years of experience in accounting. She provides support to the team members here at KPA. She is looking forward to growing her skills in tax and accounting. She enjoys skiing,...

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Mundy Byrd

Office Manager



Mundy joined the KPA Team in November 2015 as a temp working for the tax season. She then came back November 2016 permanently as the Office Manager. She brings many years in Customer Service. She graduated from Northern Illinois...

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