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Kelly Wharton, I'm thrilled to introduce myself as a seasoned professional in the Medicare industry with a whopping 15 years of experience under my belt. At SMG, I take immense pride in delivering top-notch assistance to every client that crosses my path.

 

Hailing from the charming city of Kalamazoo, Michigan, I've always had a passion for helping others. It's what drives me and brings out the best in me on both personal and professional levels. Oh, did I mention that I proudly served in the Navy? Yeah, it's true! The discipline and dedication instilled in me during my time there have been instrumental in shaping who I am today.

 

When I'm not busy making magic happen at SMG, you'll find me soaking up precious moments with my beloved family – including our two adorable dogs and two mischievous cats. They bring so much joy into my life!

 

Now let's talk vacations! Whenever time permits, you can bet your bottom dollar that I'll be embarking on an epic road trip to either the beach or the majestic Smokey Mountains. There's something truly magical about hitting the open road and immersing myself in nature's wonders.

 

So there you have it – a glimpse into who I am both personally and professionally. With my expertise and genuine desire to assist others, rest assured that when you work with me at SMG, you're getting nothing short of exceptional service. Let's make incredible things happen together!

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Retirement Solutions Made Clear

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SMG Wealth Management LLC, is not a registered entity and offers Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA).

Financial Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Insurance Services offered through SMG Insurance Group, LLC. SMG Insurance Group

and SMG Wealth Management are affiliated, and neither is affiliated with Sequent Planning.

 

This site may contain links to articles or other information that may be on a third-party website. Sequent Planning LLC is not responsible for and does not control, adopt, or endorse any content contained

on any third-party website.

 

Sequent Planning LLC does not provide tax advice. The tax information contained herein is general and not exhaustive by nature. Federal and state laws are complex and constantly changing.

You should always consult your own legal or tax professional for information concerning your individual situation.

 

The information provided on this website is for educational purposes and does not intend to make an offer of solicitation for the sale or purchase of any specific products, investments, or strategies.


 

This site is published for residents of the United States only. Sequent Advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.

Not all of the products and services referenced on this site may be available in every state and through every Advisor listed. For additional information please contact the Advisor(s) listed on the site.

Additional information about Sequent Planning and our Advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/.

You can view our firm’s information on these websites by searching for Sequent Planning or by our firm CRD number 160381.

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