Keli Wike, Cpa
About Keli Wike, Cpa
Keli Wike is a Tax Director at Creative Planning Inc., where she has worked since 2019. She holds both a Bachelor's and a Master's degree in Accounting from Wichita State University and has extensive experience in tax planning and business succession planning.
Current Position as Tax Director
Keli Wike serves as the Tax Director at Creative Planning Inc., a position held since 2019. In this role, Wike focuses on tax planning and business succession planning, contributing to the firm's comprehensive wealth management services. Creative Planning Inc. operates in the Kansas City Metropolitan Area and manages a significant portfolio, overseeing $47.9 billion in assets for clients nationwide.
Previous Experience at Creative Planning
Before becoming the Tax Director, Keli Wike worked at Creative Planning Inc. as a Tax Manager from 2018 to 2019. During this year-long tenure, Wike gained valuable experience in tax management, which laid the groundwork for her current leadership role within the company.
Professional Background at K·Coe Isom
Prior to her time at Creative Planning, Keli Wike was employed as a Senior Associate at K·Coe Isom from 2013 to 2018. Over the course of five years, she developed her expertise in tax and business advisory services, further enhancing her skill set in the financial sector.
Educational Qualifications
Keli Wike earned her Bachelor's degree in Accounting from Wichita State University, where she studied from 2009 to 2012. She continued her education at the same institution, obtaining a Master's degree in Accountancy from 2012 to 2013. This strong academic foundation supports her professional expertise in tax planning and wealth management.
Expertise in Tax and Wealth Management
Keli Wike possesses specialized knowledge in tax planning and business succession planning. Her experience in managing comprehensive wealth management services allows her to effectively address the financial needs of clients, contributing to the overall success of the teams she is part of.