Kelley Manning has served in the financial services industry as a Financial Advisor since 2003. She works closely with each client to identify their financial goals to create a personalized financial plan that takes them on a journey from where they are today to where they want to be tomorrow.
A thoughtful plan is an important component in achieving financial success, and each plan is tailored to the individual client. Kelley integrates their financial decision-making style, their current savings plan, and the best investment vehicles for their investable assets. She guides them through the investment process while managing their risk level and economic factors over the course of their financial journey.
Kelley and her husband, Greg, live near Lee’s Summit, Missouri. Kelley is happily involved in her community, serving on the Lee’s Summit Chamber Board of Directors as well as on the Truman Heartland Foundation Advisory Board. In her free time, she enjoys traveling, reading and spending time with family and friends. They have two boys, Jacob and Joshua. Kelley also hosts a podcast – Women Going Beyond Wealth – that helps empower and educate women to take charge of their financial future.