Our Team

Jarryd Smith

Jarryd Smith, CFP®

Managing Partner and Senior Financial Planner

About Jarryd

Jarryd graduated from The George Washington University Law School in 2009. He transitioned to the financial planning industry in 2019 and earned the designation of CERTIFIED FINANCIAL PLANNER™ practitioner in 2022. He is a member of the Financial Planning Association (FPA) and Alliance of Comprehensive Planners (ACP). Jarryd is passionate about unbiased, fee-only financial planning focusing on clients’ goals and values.

Jarryd lives in Royal Oak, Michigan with his wife and two young boys. Together they love to travel, read, play sports, and cheer on their favorite football clubs.

Kelly Adams

Kelly L. Adams, CFP®, RLP®, EA

Financial Life Planner

About Kelly

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. 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 (ACP). 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).

Kelly began her own transition at the end of 2023, shifting her focus to coaching other financial planners.

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