Kelly L Adams, CFP®, RLP®, EA
Founder & Senior Planner
After 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 completed the Kinder Institute’s Registered Life Planner designation in 2018.
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 Walled Lake, Michigan with two crazy cats and spends her free time outdoors camping, kayaking, and hiking.
Jarryd Smith, CFP®
Jarryd joined Harbor Light Planning in June 2021. Prior to joining, Jarryd worked for the United States Department of Justice as an attorney in the Civil Frauds Division. He earned his J.D. from The George Washington University Law School, in Washington DC, and a history degree from the University at Buffalo. He has lived in Michigan for about two years with his wife and two small children.
Jarryd enjoys reading, dining out, going on long walks, and watching his beloved Liverpool Football Club.
Courtnie joins us as our client coordinator/administrative assistant. She’s currently taking classes at Southern New Hampshire University to obtain an associates degree in accounting. She spent the past two years working in the mortgage industry and looks forward to helping our clients work toward living their optimum lives.
Courtnie lives in Novi with her seven year old son. She enjoys reading, traveling and spending time with family and friends.