Kaley helps individuals and families navigate financial planning and retirement decisions with a relationship-first approach. She specializes in helping clients understand their retirement options, federal benefits, Social Security strategies, medicare planning, and long-term financial goals.
Kaley graduated from Texas A&M University. She received her life and health insurance license while attending college and shortly after graduation passed the FINRA Series 7 and Series 66 exams, making her able to practice financial planning. She began her work in 2023, stepping into her father, Mark Smith’s, business. Kaley and Mark specialize in working with federal employees. They utilize their knowledge of federal benefits to serve the federal community by understanding each facet of their retirement.
Above all else, Kaley is a mother to her three beautiful daughters and a wife to her husband, who works as a law enforcement officer. They love their hometown of New Braunfels, Texas, and have called it home since 2022. The Morgan family loves spending time outdoors fishing, hunting, hiking, playing at water parks, and exploring. Kaley stays involved in her church and local Bible study groups. She truly believes everything she has is God-given and strives to live a life resembling her Savior. Kaley understands that money is a tool in this life best used to protect and provide for family as well as support the causes you believe in.
Kaley believes that financial planning should feel personal, educational, and empowering. By taking time to truly understand each client’s goals, values, and concerns, she creates customized strategies designed to help provide clients with more clarity about their future.
VERIFY MY CREDENTIALS
Insurance Licensing: License number 2543837
In order to offer insurance products, a person must be appropriately licensed in the states in which they conduct insurance business.
- Life Insurance
- Health Insurance
- Long-Term Care Insurance
Securities Registration:
Kaley offers securities and investment advisory services through her broker-dealer, Parkland Securities, LLC, and registered investment advisor, Sigma Planning Corporation. She has completed the following examinations.
- FINRA Series 66 Uniform Combined State Law Exam
- FINRA Series 7 General Securities Representative Exam
Kaley’s securities registration information may be verified by visiting brokercheck.finra.org.
Kaley’s registrations allow her to offer investment products where she receives commission compensation. She is also able to offer investment and planning advice for a fee.