Kevin Smith is a financial advisor at Simplicity Wealth with 24 years of industry experience. He holds a Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. Prior to joining Simplicity Wealth, he worked at Virtue Capital Management, Omni Financial Services, Minnesota Life, and has been associated with KMS Wealth Management since 1980. Outside of his advisory role, he is involved with College Aid Pro, assisting families and students in managing college costs, and manages life settlement opportunities through Life Insurance Settlements, Inc. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm uses a fund-of-funds investment approach involving ETFs, mutual funds, and individual securities, supported by model portfolios, third-party managers, and optional overlays such as tax optimization. It also offers technology and operational services to other advisers through its private-label asset management software and managed account platform.