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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Kaylee Smith, FPQP®

Kaylee Smith, FPQP®

Client Specialist/Training Specialist

Office: 865 / 984-3550 Dallas: 972 / 788-1143
Fax: 865 / 984-6161
E-mail:
 

Kaylee joined Quality Financial Concepts as an Office Assistant and in 2022, moved to her current role as Client Specialist. She has several years of customer service experience in the restaurant industry since age 14. Kaylee graduated from Maryville High School and completed 3 years at Middle Tennessee State University. Kaylee earned the Financial Paraplanner Qualified Professional™ designation in January of 2024. She is a native of Maryville and enjoys reading, crocheting, and spending time with her family and friends.