Kelley Treon

Principal

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Kelley Treon is a Certified a Public Accountant with 30 years of experience advising businesses and individuals in the areas of investment planning, taxation, Succession and estate planning, business internal controls and financial process documentation and design.

After earning a Bachelors in Business Administration from Ohio State University in 1988, Kelley began her career at Price Waterhouse as an auditor. She spent seven years serving a diverse client base in industries ranging from consumer products, chemicals, food, automotive components, retailers and mortgage banking.

Kelley left Price Waterhouse as an Audit Manager and spent the next three years at Borden, Inc., a Fortune 50 multinational firm, which had just been acquired by the private equity firm of Kohlberg, Kravitz and Roberts. While at Borden, she served as Director of Internal Audit then Director of Financial Planning and Analysis. In her role as Director of Financial Planning and Analysis, she led the team responsible for creating the analysis and financial reporting to executive management, the Board of Directors and the Investors. She also supported the M&A function, providing financial analysis and assessing financial controls on several due diligence teams.

In 1998, Kelley left Borden to join her Father in his public accounting practice. They practiced together until his retirement 2004. Kelley continued the practice offering a full range of services to small businesses, entrepreneurs, and individuals including tax return preparation, income and estate tax planning, accounting and other management advisory services.

Her interest in real estate was sparked by several clients who are successful real estate investors.
She began to energetically pursue this interest at the start of 2018. Currently, She owns and manages her own commercial property portfolio as well as acting as a principal for Lonicera Management LLC.

Kelley is a member of the National Association of Tax Practitioners and the Ohio Society of CPAs. She is an active volunteer at the Ohio Benefits Bank, Bishop Hartley High School, Faith Mission, and Catholic Social Services-Meals on Wheels. Her favorite hobby is being a Jazzercise instructor.

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