Kelli

Smith

CFP®, CRPC™

picture of a planner

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

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