Highland Private Kelly Sweet Image

Kelly E. Sweet, CPA, CFP®


My Professional Background

My background in tax accounting, investments, and legacy planning, paired with a strong organizational aptitude enables me to deliver strategic, highly personalized wealth management advice to our clients. Before working at Highland, I was a client advisor to high-net-worth families at Trellis Advisors and Laird Norton Wealth Management, where I also served on the investment committee. In 1995, I helped launch Tyee Asset Strategies, working with high-net-worth individuals and families as a client manager before becoming a client advisor. Before joining Tyee, I worked as a Tax and Financial Planning Manager for Moss Adams LLP, partnering with high-net-worth individuals and small businesses to help them reach their goals. I began my career as a tax consultant for Arthur Andersen, working with both individual and nonprofit clients.

My Wealth Management “Why”

A collaborative, forward-thinking approach to holistic financial planning has become one of the hallmarks of my 20+ year career in the financial advisory field. I am a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNERTM professional. I am also an active member of the Washington Women’s Foundation, Seattle CityClub, and the AICPA.

My Personal “Living Fully”

In my spare time, I enjoy spending time with my family and Aging Loved Ones, riding my bike with the Cascade Bicycle Club, knitting, and singing.

Are you ready to start investing in life fully lived? Let us know how we can help.

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(425) 739-6500 | info@highlandprivate.com

10900 NE 8th Street, Suite 1122 • Bellevue, WA 98004

(509) 925-6080 | info@highlandprivate.com

301 Umptanum Rd, Suite 5 • Ellensburg, WA 98926

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