Kelli
Smith
CFP®, CRPC™
Here to act in your best interests
About me
I partner with my clients to help them envision their future and build a plan around what's most important to them. When I'm not working, I spend time with my family, staying active and exploring the state of North Carolina.
Certifications
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor™
Education
Bachelor of Business Administration - Washburn University
Visit one of our Locations
Kansas City III - Lee's Summit (Appt Only)
210 SW Market Street
Lee's Summit, MO 64063
Kansas City II - Liberty
9203 MO-152
Kansas City, MO 64158
Kansas City I - Overland Park
10950 Grandview Drive
Suite 600
Overland Park, KS 66210
Raleigh - Greensboro (Appt Only)
717 Green Valley Road
Suite 200
Greensboro, NC 27408
Raleigh
4700 Falls of Neuse Road
Suite 275
Raleigh, NC 27609
Working with Us
Certain services provided on an educational and guidance basis only.