Meet Our Staff

 

Kelly L Adams, CFP®, EA, Founder & Senior Planner

kelly-adamsAfter acquiring eight years of experience in tax compliance and planning, Kelly changed her focus to comprehensive financial planning after consistently seeing a need for this type of service among the clients she serviced.

Kelly began practicing life-centered financial planning after completing the Success training program in 1998 offered through the Alliance of Comprehensive Planners. She spent over five years working with nationally recognized advisor, Bert Whitehead, JD, MBA, founder of Cambridge Advisors (now known as Alliance of Comprehensive Planners) and President of Cambridge Connection, Inc., as an advisor and eventually partner.

Kelly holds a Bachelor of Arts from Michigan State University’s College of Business. She has earned the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner from the Certified Financial Planner Board of Standards. Kelly has also earned the designation of Enrolled Agent from the Internal Revenue Service.

Kelly is an active member and educator for the Alliance of Comprehensive Planners. She is a member of the National Association of Personal Financial Planners (NAPFA), Financial Planning Association (FPA), and the National Association of Tax Practitioners (NATP).

Harbor Light Planning, LLC was founded in December of 2003 upon principles that place the utmost value on our clients’ financial goals and objectives.

Kelly lives in Novi, Michigan with her daughter Alora and three loved pets.

 

Kyle McCormick, Associate Planner

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After an internship in personal financial planning piqued his interest in the field, Kyle decided to pursue fee-only comprehensive planning as a career. As someone who had always joked “I like doing math, so I may as well get paid for it”, he quickly found that the aspect of planning he most enjoyed was meeting and interacting with clients. This solidified his dedication to Harbor Light Planning’s client-centric approach, and comprehensive planning as a whole.

Kyle is a 2016 graduate of Michigan State University, where he received a Bachelor of Arts in Finance. He has earned his Certified Student Loan Advisor designation, and is currently working toward becoming a Certified Financial Planner™. He lives in Novi, Michigan, where he enjoys reading books, spending time with his family, and pampering his dog.