Liz Kelley

President

Liz is integral to the foundation of Strategic Planning and Investment, serving as our President and Office Administrator in the St. Louis office. As Office Administrator, Liz oversees the administrative, logistical, and operational functions across all SPI offices, ensuring that efficiency and effectiveness. Her leadership is essential to the smooth operation and overall success of the firm. 

With over 40 years of industry experience, Liz brings a wealth of knowledge to her role, including a previous tenure at The America Group. Her passion for wealth management stems from her time spent working alongside her brother as he built his financial firm. After his passing, Liz continues to honor his legacy through building a client experience that is comfortable, supportive, and understandable.

Liz resides in St. Peters, MO, with her husband, Pat. Together, they enjoy golfing and exploring local restaurants with friends and family. Liz considers her greatest accomplishments to be raising her six children and sixteen grandchildren, the people that they have become.